Financial Advisor - Commerce Bank

LPL Financial; Saint Charles (MO); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Proprietary technology access

Open architecture platform

Sales incentive compensation

Job summary

LPL Financial partners with banks to offer a complete menu of financial services. This opportunity at Commerce Bank in St. Charles, MO lets you join the Investment Program as a Financial Advisor associated with LPL Financial. Advisors are not employees of LPL.

You will grow your career helping clients across financial life stages, building a book, leveraging bank referrals, and using LPL's tools and support.

Qualifications

• Three or more years of investment sales experience.
• Series 7 and 66 (63/65) required.
• Insurance license required.

Responsibilities

• Grow and manage a book of business within Commerce Bank's client base.
• Prospect new clients through bank referrals and network.
• Provide financial solutions without proprietary products and meet client goals.
• Collaborate with LPL Financial resources to deliver investment guidance.

Skills

Investment sales

Client relationship management

Job description

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Commerce Bank in St. Charles, MO would allow you to join the Investment Program at Commerce Bank as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

The Investment Program at Commerce Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Commerce Bank for financial solutions.

Benefits:

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with the Bank’s exceptional referral system
• Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
• The opportunity to find new clients via the bank’s client base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the bank’s reputation and community standing

Partner Benefits:

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Requirements:

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Pay Range: 50,000 - 75,000

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.