Financial Advisor
Commerce Bank(1 month ago)
About this role
A Financial Advisor with Commerce Financial Advisors responsible for serving individual investors in the St. Peters market. The role focuses on managing an existing book of business and delivering financial planning and investment solutions. The position is part of Commerce Bank’s wealth management services and supports client financial goals.
Required Skills
- Client Management
- Business Development
- Investment Sales
- Financial Planning
- Relationship Building
- Communication
- Detail Oriented
- Salesforce
- MoneyGuidePro
- Microsoft Office
Qualifications
- Bachelor's Degree
- Series 7
- Series 66
- Life & Health License
- Clean CRD
About Commerce Bank
commercebank.comCommerce Bank offers personal and business banking, checking, mortgages, loans, investing, credit cards & more. Visit us online or at one of our locations.
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