Talent.com
Financial Advisor
Financial AdvisorMissouri Staffing • Kansas City, MO, US
Financial Advisor

Financial Advisor

Missouri Staffing • Kansas City, MO, US
7 days ago
Job type
  • Full-time
Job description

Financial Advisor Opportunity

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 Kansas City 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.

    Location : 1000 Walnut St, Kansas City, Missouri 64106 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.

    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.

    Create a job alert for this search

    Financial Advisor • Kansas City, MO, US

    Related jobs
    Patient Financial Advisor

    Patient Financial Advisor

    University of Kansas Health System • Overland Park, KS, United States
    Full-time
    Position Summary / Career Interest : .The Reproductive endocrinology, and infertility Patient Financial Advisor is responsible for providing financial assistance to all patients and families througho...Show more
    Last updated: 10 hours ago • Promoted • New!
    Financial Advisor Wealth

    Financial Advisor Wealth

    Gpac • Kansas, Kansas, United States
    Full-time
    Quick Apply
    Financial Advisor Wealth and Trust.I am pleased to be called upon by a community bank in the area that trusts my vetting capabilities on both sides! I hope to find a win-win-win situation for this ...Show more
    Last updated: 14 days ago
    Associate Financial Advisor

    Associate Financial Advisor

    Edward Jones • Kansas City, MO, United States
    Full-time
    Does that describe you? If so, we need you on our team.At Edward Jones, we're all about making a difference.In the lives of our clients - and our people. Our licensed branch associates are highly vi...Show more
    Last updated: 30+ days ago • Promoted
    Travel Occupational Therapist (OT) - $2,244 per week in Harrisonville, MO

    Travel Occupational Therapist (OT) - $2,244 per week in Harrisonville, MO

    AlliedTravelCareers • Harrisonville, MO, US
    Full-time
    AlliedTravelCareers is working with Triage Staffing LLC to find a qualified Occupational Therapist (OT) in Harrisonville, Missouri, 64701!. Travel Rehab : Occupational Therapy Missouri.Shift Details : ...Show more
    Last updated: 28 days ago • Promoted
    Travel Occupational Therapist (OT) - $2,618 per week in Harrisonville, MO

    Travel Occupational Therapist (OT) - $2,618 per week in Harrisonville, MO

    AlliedTravelCareers • Harrisonville, MO, US
    Full-time
    AlliedTravelCareers is working with Windsor Healthcare Recruitment Group, Inc.Occupational Therapist (OT) in Harrisonville, Missouri, 64701!. Great team to work with - OT for Long Term Care Facility...Show more
    Last updated: 30+ days ago • Promoted
    Financial Representative

    Financial Representative

    Guardian Kansas City • Overland Park, KS, US
    Full-time
    Guardian Kansas City is seeking an Associate Financial Specialist to join our growing team in Overland Park, KS.In this role, you’ll collaborate with individuals and families to des...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor

    Wealth Advisor

    Summers Agency • Kansas City, MO, US
    Full-time
    Quick Apply
    Advisor - Subject Matter Expert Wealth Management Are you looking to expand your career and be a part of a successful team?. Are you driven, self-motivated and customer focused?.If you enjoy w...Show more
    Last updated: 20 days ago
    Travel Occupational Therapist (OT) - $2,055 per week in Harrisonville, MO

    Travel Occupational Therapist (OT) - $2,055 per week in Harrisonville, MO

    AlliedTravelCareers • Harrisonville, MO, US
    Full-time
    AlliedTravelCareers is working with Nationwide Therapy Group to find a qualified Occupational Therapist (OT) in Harrisonville, Missouri, 64701!. NTG is committed to matching you to the right positio...Show more
    Last updated: 30+ days ago • Promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce • 64150 Riverside, MO, US
    Full-time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show more
    Last updated: 30+ days ago • Promoted
    Patient Financial Advisor

    Patient Financial Advisor

    The University of Kansas Health System • Mission, KS, US
    Full-time
    Patient Financial Advisor Westwood Medical Pavilion - West.The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system....Show more
    Last updated: 30+ days ago • Promoted
    Travel Occupational Therapist (OT) - $2,245 per week in Harrisonville, MO

    Travel Occupational Therapist (OT) - $2,245 per week in Harrisonville, MO

    AlliedTravelCareers • Harrisonville, MO, US
    Full-time
    AlliedTravelCareers is working with Skyline Med Staff to find a qualified Occupational Therapist (OT) in Harrisonville, Missouri, 64701!. Join the Top- Rated Travel Healthcare Team! Skyline Med Sta...Show more
    Last updated: 30+ days ago • Promoted
    Licensed Financial Services Professional

    Licensed Financial Services Professional

    New York Life • Kansas City, MO, United States
    Full-time
    New York Life, a Fortune 69 company, is seeking a licensed Financial Advisor to join our team.This is a performance-based career opportunity designed for individuals who are driven, disciplined, an...Show more
    Last updated: 1 day ago • Promoted
    Patient Finanical Advisor Manager

    Patient Finanical Advisor Manager

    The University of Kansas Health System • Lenexa, KS, US
    Full-time
    Patient Financial Advisor Manager Southlake Campus.The Patient Financial Advisor Manager is responsible for the oversight of the financial assistance practices supporting all patients throughout th...Show more
    Last updated: 30+ days ago • Promoted
    Travel Occupational Therapist (OT) - $2,430 per week in Harrisonville, MO

    Travel Occupational Therapist (OT) - $2,430 per week in Harrisonville, MO

    AlliedTravelCareers • Harrisonville, MO, US
    Full-time
    AlliedTravelCareers is working with Medical Solutions to find a qualified Occupational Therapist (OT) in Harrisonville, Missouri, 64701!. A facility in Harrisonville, MO is seeking its next amazing ...Show more
    Last updated: 21 days ago • Promoted
    Wealth Advisor

    Wealth Advisor

    UMB Bank • Kansas City, MO, United States
    Full-time
    Private Wealth Management team.As a fiduciary, we deliver financial outcomes for our clients through team-based advice.We collaborate on holistic and personalized financial plans that turn goals in...Show more
    Last updated: 2 days ago • Promoted
    Advisor, CFP

    Advisor, CFP

    Moneta • Mission, KS, US
    Full-time
    Moneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing...Show more
    Last updated: 30+ days ago • Promoted
    Physical Therapist

    Physical Therapist

    Encompass Health • Gardner, KS, US
    Full-time +1
    Join a Team That Puts Your Passion for Care First.Are you seeking a fulfilling career that feels like home and lets you make a meaningful impact? At Encompass Health, you'll find an opportunity...Show more
    Last updated: 20 days ago • Promoted
    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Harrisonville, MO

    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Harrisonville, MO

    AlliedTravelCareers • Harrisonville, MO, US
    Full-time
    AlliedTravelCareers is working with CompHealth to find a qualified Occupational Therapist (OT) in Harrisonville, Missouri, 64701!. When it comes to finding the perfect locums assignment, sometimes i...Show more
    Last updated: 30+ days ago • Promoted