Financial Advisor Support Specialist

Commerce Bank; Kansas City (MO); On-site; USD 33,000 - 38,000; 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 supplemental benefits

Job summary

Commerce Bank is seeking an administrative support professional for Financial Advisors focused on investment sales. You will prepare documentation, organize client data, and assist with advisory reviews to support decision-making.

Responsibilities include handling inquiries, coordinating scheduling, and communicating with internal and external clients to enhance efficiency in the advisor–assistant partnership. Strong organizational and MS Office skills are essential.

Qualifications

• Bachelor's degree or equivalent combination of education and experience preferred.
• 3+ years’ experience in processing or customer service, preferably in banking, finance, insurance, or investment.
• Series 7 and Series 63 or 66 license required.

Responsibilities

• Prepare for client meetings with documents and follow-up actions.
• Manage retail referrals by connecting with prospects, scheduling appointments, and tracking referrals.
• Gather client data for financial planning and assist in delivering results for advisor review.

Skills

Problem solving

Independent work

Customer service

Analytical thinking

Self-starter

Attention to detail

Multitasking

Team player

Communication skills

Adaptability

MS Office

Education

Bachelor's degree

Licenses: Series 7/63/66

Job description

Commerce Bank is seeking an administrative support professional for Financial Advisors focused on investment sales. You will prepare documentation, organize client data, and assist with advisory reviews to support decision-making.

Responsibilities include handling inquiries, coordinating scheduling, and communicating with internal and external clients to enhance efficiency in the advisor–assistant partnership. Strong organizational and MS Office skills are essential.