Client-Focused Financial Advisor

Mercantil Commerce Bank; Lenexa (KS); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Paid vacation

Personal time

Career development

Education assistance

Voluntary benefits

Job summary

Mercantil Commerce Bank in Lenexa, KS is seeking a Financial Advisor to grow a client book and provide investment and insurance planning. You’ll work with a team to identify opportunities and use digital tools to enhance client experiences.

Ideal candidates hold a Bachelor's degree, 5+ years in financial services, FINRA Series 7 & 66 licenses plus Life & Health licenses. Base pay around $50k with incentive potential and comprehensive benefits.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 5+ years related financial services experience required.
• FINRA Series 7 & 66 licenses, and Life & Health licenses required.
• Clean CRD required.

Responsibilities

• 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.

Skills

Client relationship building

Financial services knowledge

Communication skills

Attention to detail

Self-motivated

Education

Bachelor's degree

FINRA Series 7 & 66 licenses

Life & Health licenses

Clean CRD

Tools

MoneyGuidePro

eSignature

Salesforce

Microsoft Excel

Job description

Mercantil Commerce Bank in Lenexa, KS is seeking a Financial Advisor to grow a client book and provide investment and insurance planning. You’ll work with a team to identify opportunities and use digital tools to enhance client experiences.

Ideal candidates hold a Bachelor's degree, 5+ years in financial services, FINRA Series 7 & 66 licenses plus Life & Health licenses. Base pay around $50k with incentive potential and comprehensive benefits.