Greater opportunities to build the life you want
Greater Peoria, IL
Greater Peoria, IL

Financial Advisor

Commerce Bank

Commerce Bank

Accounting & Finance
Peoria, IL, USA
Posted on Friday, March 17, 2023

About Working at Commerce

Wouldn’t it be great to build your career at a bank that’s known for helping people with their financial challenges? That’s exactly what you’d be doing when you join the team at Commerce Bank. We’re looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You’d be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we’ve been an industry leader for over 155 years and have developed a reputation as a great place to work in the financial services world. If you’d like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We’re always looking for the best and brightest.

About This Job

Commerce Brokerage Service, Inc. is a subsidiary of Commerce Bank and a full-service brokerage and advisory firm. For over 30 years, Commerce Brokerage Financial Advisors have been committed to working with clients to help them realize their dreams and reach their financial goals. We are currently seeking a motivated and customer focused individual for a Financial Advisor opportunity supporting our Peoria, IL market.

Essential Functions

  • 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

Knowledge, Skills, & Abilities Required

  • 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

Education & Experience

  • 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.

Location: 401 Main Street, PEORIA, Illinois 61602

Time Type:

Full time