Client-Focused Financial Advisor

Commerce Bank; Wentzville (MO); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Career development

Education assistance

Voluntary benefits

Job summary

Commerce Bank seeks a Financial Advisor to sell investment products to individual investors in the St. Peters market. You will manage a client book, collaborate with internal teams, and proactively reach out to clients to discuss planning, investments, and insurance services.

The role requires a Bachelor's degree, 5+ years in financial services, and FINRA Series 7 & 66 licenses plus Life & Health licenses. Strong relationship skills and a detail-oriented mindset are essential for success in this

Qualifications

• Knowledge of brokerage and financial services industry
• Ability to build client relationships and sell financial services
• Motivated self-starter with strong organizational skills
• Excellent written, verbal and interpersonal communication skills
• Adaptable, resilient and team oriented

Responsibilities

• Manage an existing client book with recurring revenue
• Partner with internal teams to generate new business opportunities
• Contact clients to introduce planning, investment and insurance services
• Leverage digital tools to enhance client experience
• Perform other duties as assigned

Skills

Brokerage experience

Client relationships

Communication skills

Attention to detail

Team player

MS Office

Education

Bachelor's degree or equivalent

Tools

MoneyGuidePro

eSignature

SalesForce

Job description

Commerce Bank seeks a Financial Advisor to sell investment products to individual investors in the St. Peters market. You will manage a client book, collaborate with internal teams, and proactively reach out to clients to discuss planning, investments, and insurance services.

The role requires a Bachelor's degree, 5+ years in financial services, and FINRA Series 7 & 66 licenses plus Life & Health licenses. Strong relationship skills and a detail-oriented mindset are essential for success in this