Financial Advisor: Grow Client Wealth & Build Relationships

Commerce Bank; Overland Park (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

Paid personal time

Career development

Education assistance

Voluntary benefits

Job summary

Commerce Bank in Overland Park, Kansas is seeking a motivated Financial Advisor to sell investment products to individual investors. You will manage an existing client book, partner with internal teams to create new opportunities, and use digital tools to enhance the client experience.

Requires a Bachelor's degree, 5+ years in financial services, FINRA Series 7 & 66 licenses, and Life & Health licenses with a clean CRD. Eligible to work in the US. Competitive base pay with incentive plan(s).

Qualifications

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

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.
• Leverage digital tools to enhance client experience (MoneyGuidePro, eSignature, Salesforce).
• Perform other duties as assigned.

Skills

Client relationships

Sales orientation

Financial services knowledge

Communication skills

Adaptability

Team player

MS Word/Excel/Teams/Outlook

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Teams

Microsoft Outlook

Job description

Commerce Bank in Overland Park, Kansas is seeking a motivated Financial Advisor to sell investment products to individual investors. You will manage an existing client book, partner with internal teams to create new opportunities, and use digital tools to enhance the client experience.

Requires a Bachelor's degree, 5+ years in financial services, FINRA Series 7 & 66 licenses, and Life & Health licenses with a clean CRD. Eligible to work in the US. Competitive base pay with incentive plan(s).