Financial Advisor

Title Financial Advisor

Type Full Time

Experience 5+ Years

Function Investment Sales

Location Wichita, KS

Company Commerce Bank

Commerce Bank (held by Commerce Bancshares) offers a diversified line of financial services, including business and personal banking, wealth management, and investments.

The bank is seeking a Financial Advisor who will sell investment products to individual investors
.

• Bachelor’s Degree or equivalent combination of education and experience required.

• 5+ years of related financial services experience (required)

• FINRA Series 7 & 66 licenses, and Life & Health licenses (required)
• Certified Remodeling Designer (CRD) (required)

• Contact customers to introduce your planning, investment, and insurance services
• Leverage digital tools to enhance your client’s experience, including Money Guide Pro , eSignature, and Salesforce
• Manage an existing client book of business with recurring revenue
• Partner with internal team members to generate new business opportunities
• Perform other duties as assigned

• 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
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Strong ability to build client relationships and sell financial services
• Strong knowledge of the brokerage and financial services industry

• The bank offers various benefits that include employer-sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time.

Commerce Bank is an Equal Opportunity Employer.