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Commerce Bank

Provides personal and business banking services

Financial Advisor Trainee

Wealth Management & Financial AdvisoryPosted on Nov 12
Full-timeSt Joseph, MO, USA$28.85 - $31.25 /hrIn-person

About the Job

Requirements

  • Strong ability to build client relationships and sell financial services.
  • Ability to manage multiple priorities with attention to detail.
  • Basic proficiency with Microsoft Word, Excel, Teams, and Outlook.
  • FINRA SIE, Series 7 and 66 licenses, and Life and Health licenses, or the ability to acquire them within eight months of hire, are required.
  • A clean CRD is required.
  • Eligibility to work in the United States without sponsorship now or in the future is required.

Responsibilities

  • Fulfill the core skills for Financial Advisors (18 weeks) and Institutional Mastermind training programs.
  • Participate in a minimum three-month rotation with the Sales Support Team.
  • Shadow a Financial Advisor for a minimum of two weeks.
  • Support various functions across the Commerce Financial Advisors business.
  • Perform other duties as assigned.

Desired Qualifications

  • A bachelor's degree or equivalent combination of education and experience is preferred.

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

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