Commerce Bank
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Financial Advisor
role at
Commerce Bank
About Working At Commerce
Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. Our culture focuses on our people, the ones in our communities and the ones that work with us. You’ll have opportunities to grow and learn, connect with others, and build relationships. Because our number one investment is you.
Compensation Range
Annual Salary: $50,000.00 - $50,000.00 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to sell investment products to individual investors.
Essential Functions
Manage an existing client book of business with recurring revenue
Partner with internal team members to generate new business opportunities
Contact customers to introduce your planning, investment and insurance services
Leverage digital tools to enhance your client’s experience, including MoneyGuidePro, eSignature and SalesForce
Perform other duties as assigned
Knowledge, Skills, & Abilities Required
Strong knowledge of the brokerage and financial services industry
Strong ability to build client relationships and sell financial services
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Basic level proficiency with Microsoft Word, Excel, Teams and Outlook
Education & Experience
Bachelor's degree or equivalent combination of education and experience required.
5+ years related financial services experience required
FINRA Series 7 & 66 licenses, and Life & Health licenses required. Clean CRD required.
Level of role is determined by knowledge, experience, skills, abilities, and education
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.
Benefits
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.
Location: 1000 Walnut St, Kansas City, Missouri 64106
Time Type: Full time
Seniority level: Not Applicable
Employment type: Full-time
Job function: Finance and Sales
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Financial Advisor
role at
Commerce Bank
About Working At Commerce
Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. Our culture focuses on our people, the ones in our communities and the ones that work with us. You’ll have opportunities to grow and learn, connect with others, and build relationships. Because our number one investment is you.
Compensation Range
Annual Salary: $50,000.00 - $50,000.00 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to sell investment products to individual investors.
Essential Functions
Manage an existing client book of business with recurring revenue
Partner with internal team members to generate new business opportunities
Contact customers to introduce your planning, investment and insurance services
Leverage digital tools to enhance your client’s experience, including MoneyGuidePro, eSignature and SalesForce
Perform other duties as assigned
Knowledge, Skills, & Abilities Required
Strong knowledge of the brokerage and financial services industry
Strong ability to build client relationships and sell financial services
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Basic level proficiency with Microsoft Word, Excel, Teams and Outlook
Education & Experience
Bachelor's degree or equivalent combination of education and experience required.
5+ years related financial services experience required
FINRA Series 7 & 66 licenses, and Life & Health licenses required. Clean CRD required.
Level of role is determined by knowledge, experience, skills, abilities, and education
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.
Benefits
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.
Location: 1000 Walnut St, Kansas City, Missouri 64106
Time Type: Full time
Seniority level: Not Applicable
Employment type: Full-time
Job function: Finance and Sales
#J-18808-Ljbffr