Commerce Financial Advisors has been working to help clients achieve their financial goals for over 35 years
Job Summary
Commerce Financial Advisors has been working to help clients achieve their financial goals for over 35 years.
Essential functions include managing an existing client book, partnering with internal teams for new business, and leveraging digital tools to enhance client experience.
The company offers employer-sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time, in addition to career development and education assistance.
Matching Summary
Commerce Financial Advisors has been working to help clients achieve their financial goals for over 35 years.
Salary
Base: $50,000 annually; Bonus/Equity: Eligible for performance-based incentive plan(s); Benefits: Employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time, career development, education assistance, and voluntary supplemental benefits
Skills & Requirements
Must-have
Sell investment products
Manage existing client book
Partner with internal teams
Leverage digital tools
Brokerage and financial services industry knowledge