Financial Advisor

FinanceInfos; Wichita (KS); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Job summary

Commerce Bank is hiring a Financial Advisor in Wichita, KS to sell investment products to individuals and grow a client book. You will provide planning, investment and insurance services while building lasting client relationships.

The role requires 5+ years in financial services, FINRA and Life/Health licenses, and CRD certification. You will collaborate with internal teams to drive new business and leverage tools like MoneyGuidePro, eSignature, and Salesforce.

Qualifications

• Bachelor's degree or equivalent combination of education and experience required.
• 5+ years of related financial services experience (required).
• FINRA Series 7 & 66 licenses, and Life & Health licenses (required).
• Certified Remodeling Designer (CRD) (required).

Responsibilities

• Contact customers to introduce planning, investment, and insurance services.
• Leverage digital tools to enhance client experience (MoneyGuidePro, eSignature, Salesforce).
• Manage an existing client book of business with recurring revenue.
• Partner with internal team members to generate new business opportunities.
• Perform other duties as assigned.

Skills

Client relations

Sales skills

Communication

Team player

Detail oriented

Brokerage knowledge

Education

Bachelor's Degree

Tools

MoneyGuidePro

eSignature

Salesforce

Job description

Job Highlights

Title Financial Advisor

Type Full Time

Experience 5+ Years

Function Investment Sales

Location Wichita, KS

Company Commerce Bank

Company Profile

Commerce Bank (held by Commerce Bancshares) offers a diversified line of financial services, including business and personal banking, wealth management, and investments.

Job Profile

The bank is seeking a Financial Advisor who will sell investment products to individual investors.

Education Level

• Bachelor’s Degree or equivalent combination of education and experience required.

Work Experience

• 5+ years of related financial services experience (required)

License/Certification

• FINRA Series 7 & 66 licenses, and Life & Health licenses (required)
• Certified Remodeling Designer (CRD) (required)

Duties/Responsibilities

• Contact customers to introduce your planning, investment, and insurance services
• Leverage digital tools to enhance your client’s experience, including MoneyGuidePro, eSignature, and Salesforce
• Manage an existing client book of business with recurring revenue
• Partner with internal team members to generate new business opportunities
• Perform other duties as assigned

Skills/Knowledge/Abilities

• 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
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Strong ability to build client relationships and sell financial services
• Strong knowledge of the brokerage and financial services industry

Benefits/Perks

• The bank offers various benefits that include employer-sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time.

Employer’s Statement

Commerce Bank is an Equal Opportunity Employer.