Brokerage Financial Advisor

Job Role: Finance
Experience: 1-3 years
Job Location: Midwest
Industry: financial
Size of company: Large ( > 30 )

Location

St. Louis, Missouri 63105

Job Expectations

In today’s growing and competitive financial services industry, we look for creative and innovative solutions to meet the needs of our customers. To achieve our results, we recruit the best and brightest employees who ask, listen and solve to meet our customers’ needs!

Job Summary

  • You will manage an existing client book of business, with recurring revenue
  • You will partner with Commerce Bank’s employees at the Kirkwood and Webster branches to generate new business opportunities
  • You have full access to market directly to and call on Commerce Bank customers to introduce your planning, investment and insurance services
  • You will be supported by a dedicated team of licensed sales assistants
  • You will leverage digital tools to enhance your client’s experience, including MoneyGuidePro, eSignature and SalesForce

Education

College degree or equivalent experience is preferred.

Experience

Candidates must possess FINRA Series 7 & 66 and Life & Health licenses with no negative marks on your CRD.

Time Type

Full time

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