Financial Advisor

Commerce Bancshares
United States
Workplace: OnsiteFull timeUSD 50,000 - 50,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Client relationship building","Sales","Communication","Organization","Adaptability"]

Sell investment products to individual investors while managing a recurring client book and identifying new business opportunities in coordination with internal teams. Build and maintain strong client relationships by introducing planning, investment, and insurance services through proactive customer outreach. Use digital tools such as MoneyGuidePro, eSignature, and Salesforce to improve the client experience. This role also performs other assigned duties.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Commerce Bancshares
Commerce Bancshares
1 day ago

Financial Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Sell investment products to individual investors while managing a recurring client book and identifying new business opportunities in coordination with internal teams. Build and maintain strong client relationships by introducing planning, investment, and insurance services through proactive customer outreach. Use digital tools such as MoneyGuidePro, eSignature, and Salesforce to improve the client experience. This role also performs other assigned duties.
Location: United States
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 to enhance the client’s experience using MoneyGuidePro, eSignature, and Salesforce
  • •Perform other duties as assigned

Pay and Benefits

Salary: USD 50,000 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid Personal

Key Requirements

  • •5+ years of related financial services experience required
  • •Bachelor's degree or equivalent combination of education and experience required
  • •Strong knowledge of the brokerage and financial services industry
  • •Strong ability to build client relationships and sell financial services
  • •FINRA Series 7 & 66 licenses and Life & Health licenses required; Clean CRD required
Experience:5+ yearsFinancial servicesBrokerageInsurance
Education:Bachelor's
Skills:Client relationship buildingSalesCommunicationOrganizationAdaptability
Licenses:FINRA Series 7FINRA Series 66Life & Health licensesClean CRD
Tech Stack:MoneyGuideProESignatureSalesforceMicrosoft WordMicrosoft ExcelMicrosoft TeamsMicrosoft Outlook

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