Financial Advisor Trainee

Commerce Bank is seeking a Financial Advisor Trainee in Kansas City, MO. The role involves training to become a Financial Advisor within 18 months, including core skills training, shadowing experienced advisors, and supporting various functions. Candidates should possess strong relationship-building and communication skills, with a bachelor's degree preferred. Licenses such as Series SIE and FINRA Series 7 & 66 are required or must be obtained within 6 months. The estimated salary is $60,000 - $65,000 annually.
About Working At Commerce

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

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.

About This Job

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.

Essential Functions
• 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

Knowledge, Skills, & Abilities Required
• 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

Education & Experience
• 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 6 months of hire date required. Clean CRD required.
• For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Financial Advisor Trainee job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $60,000 - $65,000 annually.

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.

Location: 811 Main St, Kansas City, Missouri 64105

Time Type:

Full time