Financial Advisor: Grow Client Wealth & Relationships

Mercantil Commerce Bank; Overland Park (KS); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Career development

Education assistance

Voluntary benefits

Job summary

Commerce Bank is seeking a motivated Financial Advisor for the Kansas City market, based in Overland Park, KS. The role focuses on selling investment products to individual investors and managing an existing book of clients.

The candidate will work with internal teams to pursue opportunities, use digital tools, and provide planning, investment, and insurance services. A bachelor's degree and FINRA/Life & Health licenses are required.

Qualifications

• Bachelor's degree or equivalent combination of education and experience required.
• 5+ years related financial services experience required.
• FINRA Series 7 & 66 licenses, and Life & Health licenses required. Clean CRD 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 your planning, investment and insurance services.
• Leverage digital tools to enhance your client’s experience, including MoneyGuidePro, eSignature and SalesForce.
• Perform other duties as assigned

Skills

Client relationships

Sales experience

Communication skills

Team player

Organization

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Outlook

Teams

Job description

Commerce Bank is seeking a motivated Financial Advisor for the Kansas City market, based in Overland Park, KS. The role focuses on selling investment products to individual investors and managing an existing book of clients.

The candidate will work with internal teams to pursue opportunities, use digital tools, and provide planning, investment, and insurance services. A bachelor's degree and FINRA/Life & Health licenses are required.