Financial Advisor

Company: Commerce Bank
Location: Lawrence
Posted on: August 27, 2024

Job Description:

About Working at CommerceBuilding a career here is more than just steps on a ladder. Its about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesnt stop there. Our culture is about our people, the ones in our communities and the ones that work with us.Here, youll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. Youll have the space and resources to grow into the best version of yourself. Because our number one investment is you.Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and lets talk.Compensation RangeAnnual Salary: $50,000.00 - $50,000.00 (Amount based on relevant experience, skills, and competencies.)Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals. We are looking for individuals to support the KC West/Lawrence and KC South/Olathe areas.About This JobThe main purpose of this job is to sell investment products to individual investors. Essential FunctionsManage an existing client book of business with recurring revenuePartner with internal team members to generate new business opportunitiesContact customers to introduce your planning, investment and insurance servicesLeverage digital tools to enhance your clients experience, including MoneyGuidePro, eSignature and SalesForcePerform other duties as assignedKnowledge, Skills, & Abilities RequiredStrong knowledge of the brokerage and financial services industryStrong ability to build client relationships and sell financial servicesMotivated and organized self-starter with strong attention to detail and the ability to manage multiple prioritiesInquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skillsAbility 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 ValuesBasic level proficiency with Microsoft Word, Excel, Teams and OutlookEducation & ExperienceBachelor's degree or equivalent combination of education and experience required.5+ years related financial services experience requiredFINRA Series 7 & 66 licenses, and Life & Health licenses required. Clean CRD required.For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, youll be asked to authorize our review of that record.***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. 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.Location: 955 Iowa Street, Lawrence, Kansas 66044Time Type:Full timeby Jobble

Keywords: Commerce Bank, Lawrence , Financial Advisor, Accounting, Auditing , Lawrence, Kansas