Financial Advisor Trainee - Commerce Financial Advisors

Commerce BankSt. Louis, MO
4d$29 - $31Onsite

About The Position

The main purpose of this program is to give a candidate the skills and training required to enter production as a Financial Advisor within an 18-month timeframe.

Requirements

  • Strong ability to build client relationships and sell financial services
  • Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
  • Motivated and organized self-starter with strong attention to detail and the 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
  • Bachelor’s degree or equivalent combination of education and experience preferred
  • FINRA SIE, Series 7 & 66 licenses, and Life & Health licenses or ability to successfully acquire within 8 months of hire date required.
  • Clean CRD required.
  • 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.

Responsibilities

  • Fulfill the core skills for Financial Advisors (18 weeks) and Institutional Mastermind training programs
  • Participate in a minimum 3-month rotation with Sales Support Team
  • Shadow a Financial Advisor for a minimum of two-weeks
  • Support various functions across the Commerce Financial Advisors (CFA) business
  • Perform other duties as assigned

Benefits

  • employer sponsored health, dental, and vision insurance
  • 401(k)
  • life insurance
  • paid vacation
  • paid personal time
  • career development
  • education assistance
  • voluntary supplemental benefits
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