Financial Advisor

About the role

Built on a foundation of trust and integrity, Commerce Bank is dedicated to helping people and businesses thrive financially. As part of our team, you'll have the chance to make a difference in the lives of those around you.

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

Requirements

• Strong knowledge of the brokerage and financial services industry
• Strong ability to build client relationships and sell financial services
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Able to remain adaptable and resilient to all situations with an optimistic outlook and a positive influence on the team

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

Skills

• Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook

Benefits

• Employer-sponsored health, dental, and vision insurance
• 401(k)
• Life insurance
• Paid vacation
• Paid personal time
• Career development
• Education assistance
• Voluntary supplemental benefits

Pay

Annual Salary: $50,000.00 (Amount based on relevant experience, skills, and competencies.)

Schedule

Full-time

Location

1090 Schnucks Woods Mill Plaza, St. Louis, Missouri 63017