Financial Advisor Trainee

Commerce Bank • Kansas City, MO

9d • $60,000 - $65,000 • 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. Kansas City market.

Requirements

• Strong ability to build client relationships and sell financial services
• 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
• Series SIE required
• FINRA 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: 1,001-5,000 employees