Financial Advisor

Commerce Bank • Willimantic, CT

55d • Onsite

About The Position

Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals. We are currently seeking a motivated and customer focused individual for a Financial Advisor opportunity supporting our Peoria market. The main purpose of this job is to sell investment products to individual investors.

Requirements

• Strong knowledge of the brokerage and financial services industry
• 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 required.
• 5+ years related financial services experience required
• FINRA Series 7 & 66 licenses, and Life & Health licenses required. Clean CRD required.
• Must be eligible to work in the US without sponsorship now or in the future.

Nice To Haves

• Level of role is determined by knowledge, experience, skills, abilities, and education
• 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

• Manage an existing client book of business with recurring revenue
• Partner with internal team members to generate new business opportunities
• Contact customers to introduce your planning, investment and insurance services
• Leverage digital tools to enhance your client’s experience, including MoneyGuidePro, eSignature and SalesForce
• 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: Mid Level