Financial Advisor

Commerce Bancshares
St. Louis
Workplace: OnsiteFull timeUSD 50,000 - 50,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Client relationship building","Communication","Self-management","Attention to detail","Adaptability"]

Sell investment products to individual investors while managing an existing client book with recurring revenue. Partner with internal teams to identify and pursue new business opportunities, and proactively contact customers to present planning, investment, and insurance services. Use tools like MoneyGuidePro, eSignature, and Salesforce to enhance the client experience. You’ll work in the St. Louis market and support additional assigned duties.

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FursaFursa
Commerce Bancshares
Commerce Bancshares
6 days ago

Financial Advisor

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Sell investment products to individual investors while managing an existing client book with recurring revenue. Partner with internal teams to identify and pursue new business opportunities, and proactively contact customers to present planning, investment, and insurance services. Use tools like MoneyGuidePro, eSignature, and Salesforce to enhance the client experience. You’ll work in the St. Louis market and support additional assigned duties.
Location: St. Louis
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

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 planning, investment and insurance services.
  • •Leverage digital tools (MoneyGuidePro, eSignature, Salesforce) to enhance client experience.
  • •Perform other duties as assigned.

Pay and Benefits

Salary: USD 50,000 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveLearning Budget

Key Requirements

  • •5+ years of related financial services experience required.
  • •Bachelor’s degree or equivalent combination of education and experience.
  • •Strong knowledge of the brokerage and financial services industry.
  • •Ability to build client relationships and sell financial services.
  • •FINRA Series 7 & 66 licenses plus Life & Health licenses; clean CRD required.
Experience:5+ yearsFinancial servicesBrokerage
Education:Bachelor's
Skills:Client relationship buildingCommunicationSelf-managementAttention to detailAdaptability
Licenses:FINRA Series 7FINRA Series 66Life & Health licensesClean CRD
Tech Stack:MoneyGuideProESignatureSalesforceMicrosoft WordMicrosoft ExcelMicrosoft TeamsOutlook

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn