Apply on Employer Site

Commerce Bank · 5 days ago

Financial Advisor Trainee

Kansas City, MO

Full-time

Onsite

New Grad, Entry Level

$60K/yr - $65K/yr

Commerce Bank is dedicated to helping people find financial safety and success while supporting businesses. The Financial Advisor Trainee role aims to equip candidates with the necessary skills and training to become Financial Advisors within 18 months, involving core skills training, shadowing, and support across the Commerce Financial Advisors business.

BankingFinanceFinancial Services

Responsibilities

Fulfill the core skills for Financial Advisors (18 weeks) and Institutional Mastermind training programs

Participate in a minimum 3-month rotation with Sales Support Team

Shadow a Financial Advisor for a minimum of two-weeks

Support various functions across the Commerce Financial Advisors (CFA) business

Perform other duties as assigned

Qualification

Client relationship buildingFinancial services salesSeries SIEMicrosoft Office proficiencyTeam playerAttention to detailCommunication skillsAdaptability

Required

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 preferred

Series SIE required

FINRA Series 7 & 66 licenses, and Life & Health licenses or ability to successfully acquire within 8 months of hire date required

Clean CRD required