Financial Advisor Trainee - Commerce Financial Advisors
Commerce Bank, Saint Louis, MO, United States
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 ensuring people and their money are taken care of. 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, learn, connect with others, and build relationships. 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. After 160 years, we know Commerce Bank is only at its best when its people are. If this sounds interesting to you, keep reading and let’s talk.
Compensation Range Hourly: $28.85 - $31.25 (Amount based on relevant experience, skills, and competencies.)
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
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
Education & Experience
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.
Driving Record Review
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 $28.85 to $31.25 per hour.
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: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type: Full time
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Compensation Range Hourly: $28.85 - $31.25 (Amount based on relevant experience, skills, and competencies.)
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
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
Education & Experience
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.
Driving Record Review
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 $28.85 to $31.25 per hour.
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: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type: Full time
#J-18808-Ljbffr