Financial Advisor OpportunityCommerce 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 currently seeking a motivated and customer focused individual for a Financial Advisor opportunity supporting our Peoria market.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 client's 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.*Level of role is determined by knowledge, experience, skills, abilities, and education**For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll 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.