Financial Advisor

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation

Education assistance

Job summary

A financial services company in Kansas City seeks a Financial Advisor to manage client relationships and sell investment products. The ideal candidate will have over 5 years in financial services, a Bachelor's degree, and required FINRA licenses. Responsibilities include managing an existing client book and partnering with teams to generate new business opportunities. Benefits include health insurance, 401(k), and paid time off. This full-time role offers a competitive salary of $50,000 annually.

Qualifications

• 5+ years related financial services experience required.
• Bachelor's degree or equivalent combination of education and experience required.
• FINRA Series 7 & 66 licenses 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 planning, investment and insurance services.

Skills

Client relationship building

Financial services sales

Attention to detail

Communication skills

Adaptability

Education

Bachelor's degree

5+ years financial services experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Teams

Microsoft Outlook

SalesForce

Job description

Join to apply for the 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