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, September 22, 2023

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 more than 155 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.

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