Financial Advisor

Commerce Bancshares
Kansas City
Workplace: OnsiteFull timeUSD 50,000+ annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship building","Self-starter","Attention to detail","Communication","Adaptability"]

Sell investment products to individual investors while supporting the Kansas City market. Manage a recurring client book, partner internally to generate new opportunities, and proactively contact customers about planning, investment, and insurance services. Use digital tools including MoneyGuidePro, eSignature, and SalesForce to enhance the client experience. Bring brokerage industry knowledge, strong relationship-building skills, and clear written/verbal communication to help clients achieve financial goals.

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FursaFursa
Commerce Bancshares
Commerce Bancshares
7 months ago

Financial Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Sell investment products to individual investors while supporting the Kansas City market. Manage a recurring client book, partner internally to generate new opportunities, and proactively contact customers about planning, investment, and insurance services. Use digital tools including MoneyGuidePro, eSignature, and SalesForce to enhance the client experience. Bring brokerage industry knowledge, strong relationship-building skills, and clear written/verbal communication to help clients achieve financial goals.
Location: Kansas City
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Sell investment products to individual investors.
  • •Manage an existing client book 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 the client experience.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree or an equivalent combination of education and experience.
  • •5+ years of related financial services 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+ years
Education:Bachelor's
Skills:Relationship buildingSelf-starterAttention to detailCommunicationAdaptability
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