Financial Advisor — Grow Client Wealth & Relationships

Mercantil Commerce Bank; Independence (MO); Hybrid; 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

Job summary

Commerce Bank in Independence, MO is looking for a Financial Advisor to sell investment products to individuals and manage an existing client book, while partnering with internal teams to create new business opportunities.

Requirements include a Bachelor's degree or equivalent, 5+ years in financial services, FINRA Series 7 & 66 and Life & Health licenses, a clean CRD, and proficiency with MoneyGuidePro, eSignature and Salesforce.

Qualifications

• Bachelor's degree required or equivalent experience.
• 5+ years related financial services experience.
• FINRA Series 7 & 66 licenses and Life & Health licenses required; clean CRD.

Responsibilities

• Manage an existing client book of business with recurring revenue.
• Partner with internal teams to generate new business opportunities.
• Contact customers to discuss planning, investment and insurance services.
• Leverage digital tools to enhance client experience (MoneyGuidePro, eSignature, Salesforce).

Skills

Brokerage industry knowledge

Client relationship selling

Communication skills

Organizational skills

MS Office

Education

Bachelor's degree or equivalent

Tools

MoneyGuidePro

eSignature

Salesforce

Job description

Commerce Bank in Independence, MO is looking for a Financial Advisor to sell investment products to individuals and manage an existing client book, while partnering with internal teams to create new business opportunities.

Requirements include a Bachelor's degree or equivalent, 5+ years in financial services, FINRA Series 7 & 66 and Life & Health licenses, a clean CRD, and proficiency with MoneyGuidePro, eSignature and Salesforce.