Financial Advisor at Commerce Bank in KS - Johnson County - Overland Park - Overland Park 95th & Antioch (66212)

Job description

• The main purpose of this job is to sell investment products to individual investors.

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 your planning, investment and insurance services
• Leverage digital tools to enhance your client’s experience, including MoneyGuidePro, eSignature and SalesForce
• Perform other duties as assigned

Requirements

• Strong knowledge of the brokerage and financial services industry
• Strong ability to build client relationships and sell financial services
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Basic level proficiency with Microsoft Word, Excel, Teams and Outlook
• Bachelor's degree or equivalent combination of education and experience required.
• 5+ years related financial services experience required
• FINRA Series 7 & 66 licenses, and Life & Health licenses required. Clean CRD required.
• **Level of role is determined by knowledge, experience, skills, abilities, and education
• For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.
• Must be eligible to work in the US without sponsorship now or in the future.

Skills

Required

• Microsoft Word, Excel, Teams and Outlook
• MoneyGuidePro, eSignature and SalesForce

Benefits

• The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
• ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles.
• This compensation range is for the Financial Advisor I & II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs.
• The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled.
• At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $50,000 annually.
• This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.