1 день назад
Financial Advisor - Commerce Bank
50 000 - 75 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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 ’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; 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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