Financial Services Professional

4 weeks ago


KS United States Commerce Bank Full time
About Commerce Bank

At Commerce Bank, we're committed to helping individuals and businesses achieve financial safety and success. Our culture is built on a foundation of trust, integrity, and a passion for delivering exceptional service.

Job Summary

We're seeking a motivated and customer-focused Financial Advisor to join our team in the KC South/Olathe markets. As a Financial Advisor, you'll play a critical role in helping clients achieve their financial goals by providing personalized investment advice and guidance.

Key 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
  • 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
  • Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook
Education and Experience
  • 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
What We Offer

As a Financial Advisor at Commerce Bank, you'll have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional service. You'll also have access to a comprehensive benefits package, including employer-sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time.

In addition, we offer career development, education assistance, and voluntary supplemental benefits. If you're looking for a challenging and rewarding career in financial services, we encourage you to apply.



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