Financial Advisor

Commerce Bancshares
United States
Workplace: OnsiteFull timeUSD 50,000+ annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Customer focused","Relationship building","Self-starter","Communication","Adaptability"]

Sell investment products to individual investors while supporting the Peoria market. Manage an existing client book with recurring revenue, partner internally to identify new opportunities, and contact customers to deliver planning, investment, and insurance services. Use digital tools such as MoneyGuidePro, eSignature, and Salesforce to improve the client experience, while demonstrating strong relationship-building, communication, and adaptability.

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FursaFursa
Commerce Bancshares
Commerce Bancshares
1 month ago

Financial Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Sell investment products to individual investors while supporting the Peoria market. Manage an existing client book with recurring revenue, partner internally to identify new opportunities, and contact customers to deliver planning, investment, and insurance services. Use digital tools such as MoneyGuidePro, eSignature, and Salesforce to improve the client experience, while demonstrating strong relationship-building, communication, and adaptability.
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 (MoneyGuidePro, eSignature, Salesforce) to enhance client experience.
  • •Perform other duties as assigned.

Pay and Benefits

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

Key Requirements

  • •Sell investment products to individual investors while supporting the Peoria market.
  • •5+ years of related financial services experience.
  • •Bachelor’s degree or equivalent combination of education and experience.
  • •FINRA Series 7 and 66 licenses plus Life & Health licenses; clean CRD required.
  • •Basic proficiency with Microsoft Word, Excel, Teams, and Outlook.
Experience:5+ yearsFinancial servicesBrokerageInsurance
Education:Bachelor's
Skills:Customer focusedRelationship buildingSelf-starterCommunicationAdaptability
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