Financial Advisor: Grow Client Wealth & Relationships

Commerce Bank; Kansas City (MO); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation

Education assistance

Job summary

A financial services company in Kansas City seeks a Financial Advisor to manage client relationships and sell investment products. The ideal candidate will have over 5 years in financial services, a Bachelor's degree, and required FINRA licenses. Responsibilities include managing an existing client book and partnering with teams to generate new business opportunities. Benefits include health insurance, 401(k), and paid time off. This full-time role offers a competitive salary of $50,000 annually.

Qualifications

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

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.

Skills

Client relationship building

Financial services sales

Attention to detail

Communication skills

Adaptability

Education

Bachelor's degree

5+ years financial services experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Teams

Microsoft Outlook

SalesForce

Job description

A financial services company in Kansas City seeks a Financial Advisor to manage client relationships and sell investment products. The ideal candidate will have over 5 years in financial services, a Bachelor's degree, and required FINRA licenses. Responsibilities include managing an existing client book and partnering with teams to generate new business opportunities. Benefits include health insurance, 401(k), and paid time off. This full-time role offers a competitive salary of $50,000 annually.