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

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.

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.

Compensation Range

Annual Salary: $50,000.00 - $50,000.00 (Amount based on relevant experience, skills, and competencies.)

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 St. Peters 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 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.

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.

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. Click here to learn more.

Location: 1994 Wentzville Parkway, Wentzville, Missouri 63385

Time Type: Full time