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Financial Advisor

Financial Advisor

Commerce BankSt Ann, MO, United States
15 hours ago
Job type
  • Full-time
Job description

About Working at Commerce

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

Compensation Range

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

Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals.

We are currently seeking a motivated and customer focused individual for a Financial Advisor opportunity supporting our St. Charles market.

About This Job

The main purpose of this job is to sell investment products to individual investors.

Essential Functions

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

Knowledge, Skills, & Abilities Required

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 & 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.

  • Level of role is determined by knowledge, experience, skills, abilities, and education

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

  • For individuals applying, assigned and / or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Financial Advisor I & II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $50,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
  • The candidate selected for this position may be eligible for the following employment benefits : 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. Click here () to learn more.

    Location : 9850 St Charles Rock Rd, St. Ann, Missouri 63074

    Time Type : Full time

    Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes’ Best Midsized Employers, Forbes’ Best Employers for Women, and Korn Ferry’s Engaged Performance Award. You’ll see the difference for yourself when you join the team.

    Why Commerce? () Inclusion at Commerce How to Join Our Team ()

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    Equal Opportunity Employer

    Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.

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    Financial Advisor • St Ann, MO, United States

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