About this role
Financial Advisor at Commercebank. Location: Town and Country, Missouri, United States. Role: managing book, selling investments, generating business Requirements: Bachelor's degree (or equivalent), 5+ years financial services experience, Series 7 & 66 and Life & Health licenses, clean CRD, proficiency with MoneyGuidePro, eSignature, SalesForce, Microsoft Office; strong client relationship and sales skills. Category: Finance and Accounting Seniority: Senior Level Tools: MoneyGuidePro, eSignature, SalesForce, Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook Certifications: series 7, series 66, life & health Commitment: Full Time Workplace: Onsite Languages: English