Client-Focused Financial Advisor | Build Wealth & Relationships

Commerce Bank; St. Louis (MO); 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

Paid personal time

Career development

Education assistance

Voluntary benefits

Job summary

Commerce Bank in St. Louis, MO, is seeking a Financial Advisor to sell investment products to individual investors.

You will manage an existing client book, partner with internal teams to create opportunities, and use tools like MoneyGuidePro, eSignature and Salesforce to enhance client experiences.

Requires a Bachelor's degree, 5+ years in financial services, and FINRA Series 7 & 66 and Life & Health licenses; CRD clearance is also required.

Qualifications

• 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

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

Brokerage knowledge

Client relationships

Sales skills

Self-starter

Attention to detail

communication

Adaptability

MS Office

Education

Bachelor's degree

5+ years financial services experience

FINRA Series 7 & 66 licenses

Life & Health licenses

CRD clean

Tools

MoneyGuidePro

eSignature

Salesforce

Job description

Commerce Bank in St. Louis, MO, is seeking a Financial Advisor to sell investment products to individual investors.

You will manage an existing client book, partner with internal teams to create opportunities, and use tools like MoneyGuidePro, eSignature and Salesforce to enhance client experiences.

Requires a Bachelor's degree, 5+ years in financial services, and FINRA Series 7 & 66 and Life & Health licenses; CRD clearance is also required.