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Wealth Advisor: Client Portfolios & Plans
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-07-13
Listing for:
Mercantil Commerce Bank
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Location: St. Louis
Commerce Bank’s Commerce Financial Advisors division seeks a motivated Financial Advisor to sell investment products to individual investors in the St. Louis market. You will manage an existing client book, collaborate with internal teams, and contact clients to present planning, investment, and insurance services.
Proficiency with digital tools like Money Guide Pro , eSignature, and Salesforce is expected.
Required:
a Bachelor's degree or equivalent, 5+ years in financial services, FINRA Series 7
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