Senior Financial Advisor — Investments & Client Growth
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Benefits offered by this job
Job summary
Commerce Bank is hiring a Financial Advisor in Wichita, KS to sell investment products to individuals and grow a client book. You will provide planning, investment and insurance services while building lasting client relationships.
The role requires 5+ years in financial services, FINRA and Life/Health licenses, and CRD certification. You will collaborate with internal teams to drive new business and leverage tools like MoneyGuidePro, eSignature, and Salesforce.
Qualifications
- Bachelor's degree or equivalent combination of education and experience required.
- 5+ years of related financial services experience (required).
- FINRA Series 7 & 66 licenses, and Life & Health licenses (required).
- Certified Remodeling Designer (CRD) (required).
Responsibilities
- Contact customers to introduce planning, investment, and insurance services.
- Leverage digital tools to enhance client experience (MoneyGuidePro, eSignature, Salesforce).
- Manage an existing client book of business with recurring revenue.
- Partner with internal team members to generate new business opportunities.
- Perform other duties as assigned.
Skills
Education
Tools
Job description
Commerce Bank is hiring a Financial Advisor in Wichita, KS to sell investment products to individuals and grow a client book. You will provide planning, investment and insurance services while building lasting client relationships.
The role requires 5+ years in financial services, FINRA and Life/Health licenses, and CRD certification. You will collaborate with internal teams to drive new business and leverage tools like MoneyGuidePro, eSignature, and Salesforce.
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