Senior Sales Assistant - CFA

About Working At Commerce

Built on a foundation of helping people find financial safety and success, and ensuring people and their money are taken care of, Commerce Bank invests in its people. Our culture is built on our people, fostering growth, learning, connection, and relationship-building.

If this aligns with your interests, read on to learn more about this opportunity and how you can contribute to our mission.

About This Job

This position provides administrative support to Financial Advisors responsible for investment sales. Key responsibilities include:

• Partner with Financial Advisor to prepare for client meetings, preparing documents and capturing information needed for follow-up actions
• Manage retail referrals by connecting with prospects, scheduling appointments, and maintaining detailed tracking of referral status
• Gather client data for financial planning, generate plans, and assist in delivering results for advisor review and discussion
• Run, analyze, summarize, and act on proactive reports to support advisor decision-making
• Execute trades as directed by the Financial Advisor or client
• Prepare advisory review reports and coordinate scheduling of client review meetings
• Respond promptly and effectively to client inquiries and service requests
• Organize and lead large initiatives that enhance the efficiency and effectiveness of the Advisor–Assistant partnership

Knowledge, Skills & Abilities Required

• Strong problem-solving skills
• Ability to work independently
• Strong computer skills with the ability to learn new applications quickly and with ease
• Excellent customer service skills, strong analytical thinking
• 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
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook

Education & Experience

• 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

Compensation

A reasonable estimate of the current base pay for this position is $23.80 to $27.65 per hour. This position will be eligible for additional compensation through performance-based incentive plans that will correspond to meeting performance goals.

Benefits

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

Click here to learn more about our benefits.

Location

118 W 47th Street, Kansas City, Missouri 64112

Time Type

Full time