C

Commerce Bank

Provides personal and business banking services

Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeClayton, MO, USAIn-person

About the Job

Requirements

  • Strong knowledge of the brokerage and financial services industry.
  • Strong ability to build client relationships and sell financial services.
  • Ability to manage multiple priorities with attention to detail.
  • Written, verbal, and interpersonal communication skills.
  • Basic proficiency with Microsoft Word, Excel, Teams, and Outlook.
  • A bachelor's degree or equivalent combination of education and experience is required.
  • At least 5 years of related financial services experience is required.
  • FINRA Series 7 and 66 licenses, Life and Health licenses, and a clean Central Registration Depository record are required.
  • Must be eligible to work in the United States without sponsorship now or in the future.
  • The candidate must authorize a review of their motor vehicle driving record if considered for the position.

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.
  • Use digital tools, including MoneyGuidePro, eSignature, and Salesforce, to enhance the client experience.
  • Perform other duties as assigned.

About the Company

Commerce Bank

Provides personal and business banking services

Commerce Bank provides a broad range of banking and financial services to individuals and businesses in the United States, including checking accounts, mortgages, loans, investment services, and credit cards. Its products work by offering deposits and lending products through branches and digital channels, earning revenue from interest on loans, account fees, and investment income. The bank distinguishes itself through a clear emphasis on diversity, equity, and inclusion, and by supporting community initiatives such as LGBTQIA nonprofits, alongside being recognized for regional banking performance. Its goal is to serve a diverse client base with accessible financial services while driving growth and positive community impact through responsible lending, deposit growth, and investments.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Kansas City, MO
Founded
1865

Recently Posted Jobs

Explore more opportunities at Commerce Bank

See more jobs