Financial Advisor Trainee - Commerce Financial Advisors

Commerce Bank • Clayton, MO

4d • $29 - $31 • Onsite

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees