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1 день назад

Financial Advisor - Commerce Bank

50 000 - 75 000$
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Financial Advisor - Commerce Bank (Investment Sales): Serving Commerce Bank clients with financial services and investment solutions while managing and expanding an existing book of business with an accent on client planning, referral-based business development, and open-architecture investment products. Focus on building client relationships, creating non-proprietary solutions, and meeting securities and insurance licensing requirements.

Location: St. Charles, Missouri, United States

Salary: $50,000–$75,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with banks to provide financial services and investment programs for bank clients; employment for this role is with Commerce Bank.

What you will do

  • Serve Commerce Bank clients across different stages of their financial lives.
  • Service an existing book of business upon hire.
  • Build and grow a client base through the bank’s referral system and client network.
  • Develop financial solutions tailored to client goals without proprietary product restrictions.
  • Use hirify.global’s technology, investment products, services, and firm-wide resources.
  • Grow the bank’s investment program and support the local community.

Requirements

  • Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
  • Insurance license required.
  • Three or more years of investment sales experience.
  • Employment is with Commerce Bank; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

  • Access to proprietary technology and customized support services.
  • Open-architecture platform with thousands of investment products from third-party sponsors.
  • Resources and expertise across the firm for developing client solutions.
  • Access to significant bank deposit bases and existing client relationships.

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