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Commerce Bank · 1 day ago

Financial Advisor

St Ann, MO

Full-time

Onsite

Mid, Senior Level

$50K/yr - $50K/yr

5+ years exp

Commerce Bank is a well-established financial institution committed to helping clients achieve their financial goals. They are seeking a motivated and customer-focused Financial Advisor to sell investment products and manage existing client relationships while generating new business opportunities.

BankingFinanceFinancial Services

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

Qualification

Financial services knowledgeClient relationship buildingFINRA Series 7 & 66 licensesLife & Health licensesMicrosoft Office proficiencyAttention to detailTeam playerCommunication skillsOrganizational skillsAdaptability

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

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