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    • Financial Advisor - Lawrence - Commerce Bank

    Commerce Bank
    Commerce Bank Lawrence

    2 weeks ago

    Default job background
    Description

    About Working at Commerce

    Building a career here is more than just steps on a ladder. It's 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 doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

    You'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. We offer the space and resources to help you grow into the best version of yourself. Because our number one investment is you.

    We've spent over 155 years perfecting our approach to helping our customers achieve their goals. After all this time, we know Commerce Bank is only at its best when our people are. If this resonates with you, keep reading and let's explore further.

    **Who We Are**

    Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, we've been dedicated to helping clients achieve their financial objectives.

    We're currently seeking a motivated and customer-focused individual for a Financial Advisor opportunity supporting our KC West/Lawrence markets.

    **About This Job**

    The primary goal of this role is to sell investment products to individual investors.

    **Key Responsibilities**

    • Manage an existing client book of business with recurring revenue

    • Collaborate 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

    **Knowledge, Skills, & Abilities Required**

    • Strong knowledge of the brokerage and financial services industry

    • Ability to build client relationships and sell financial services

    • Motivated and organized self-starter with strong attention to detail and 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

    **Education & Experience**

    • 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.

    **Important Notes**

    We review driving records for this position. If you express interest in and are considered for this role, you'll be asked to authorize our review of that record.

    We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state, or local law.

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