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

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. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals. We are currently seeking a motivated and customer focused individual for a Financial Advisor opportunity supporting our Kansas City market.

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

• 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.

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Financial Advisor I & II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $50,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. Must be eligible to work in the US without sponsorship now or in the future. 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: 8700 Monrovia, Lenexa, Kansas 66215 Time Type: Full time

Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes’ Best Midsized Employers, Forbes’ Best Employers for Women, and Korn Ferry’s Engaged Performance Award. You’ll see the difference for yourself when you join the team.

Why Commerce? Inclusion at Commerce

Equal Opportunity Employer Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies.

We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.