Talent.com
Financial Advisor
Financial AdvisorCommerce Bank • Peoria, IL, US
Financial Advisor

Financial Advisor

Commerce Bank • Peoria, IL, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Financial Advisor

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.

We are currently seeking a motivated and customer focused individual for a Financial Advisor opportunity supporting our Peoria market.

The main purpose of this job is to sell investment products to individual investors.

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.
  • For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.

    This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

    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.

    [job_alerts.create_a_job]

    Financial Advisor • Peoria, IL, US

    [internal_linking.related_jobs]
    Outside Insurance Sales - Completed Training Required

    Outside Insurance Sales - Completed Training Required

    Platinum Supplemental Insurance • Peoria, Illinois
    [job_card.full_time]
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Outside Insurance Sales - Bonuses and Travel Incentives

    Outside Insurance Sales - Bonuses and Travel Incentives

    Platinum Supplemental Insurance • Peoria, Illinois
    [job_card.full_time]
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Wealth Advisor

    Private Wealth Advisor

    Busey Bank • Peoria, IL, United States
    [job_card.full_time]
    The Private Wealth Advisor's (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communicat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Pediatric Physical Therapist

    Travel Pediatric Physical Therapist

    Skyline Med Staff Allied • Peoria, IL, US
    [job_card.full_time]
    Skyline Med Staff Allied is seeking a travel Pediatric Physical Therapist for a travel job in Peoria, Illinois.Job Description & Requirements. Join the Top- Rated Travel Healthcare Team!.Skyline...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Adult Cardiac Stepdown RN

    Travel Adult Cardiac Stepdown RN

    GHR Healthcare • Peoria, IL, US
    [job_card.full_time]
    GHR Healthcare is seeking a travel nurse RN Cardiac Stepdown for a travel nursing job in Peoria, Illinois.Job Description & Requirements. GHR Healthcare Job ID #73925906.Pay package is based on ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $2,778 per week in Peoria, IL

    Travel Physical Therapist (PT) - $2,778 per week in Peoria, IL

    Medical Solutions • Peoria, IL, US
    [job_card.full_time]
    A facility in Peoria, IL is seeking its next amazing PT (Physical Therapist).Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nationwide, ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Data Annotation • Peoria, Illinois
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Commerce Bank • Peoria, IL, United States
    [job_card.full_time]
    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 c...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Established Financial Advisor - Merrill Lynch (IL and IA)

    Established Financial Advisor - Merrill Lynch (IL and IA)

    HR Full Circle Consulting LLC • Peoria, IL, United States
    [job_card.full_time]
    We are partnering with Merrill Wealth Management on an opportunity for an established, growth-minded Financial Advisor in central Illinois or Iowa. Here are a few of the extraordinary advantages of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Merrill Experienced Financial Advisor

    Merrill Experienced Financial Advisor

    Bank of America • Peoria, IL, United States
    [job_card.full_time]
    Merrill Experienced Financial Advisor.Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York. Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood,...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Insurance Sales Agent - Completed Training Required

    Insurance Sales Agent - Completed Training Required

    Platinum Supplemental Insurance • Peoria, Illinois
    [job_card.full_time]
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce • 62682 San Jose, IL, US
    [job_card.full_time]
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Advisor Representative

    Investment Advisor Representative

    Illinois National Bank • Peoria, IL, United States
    [job_card.full_time]
    Please Note : This is an in-office position that is located in Peoria, Illinois.At INB, a career is more than just a job. it's a chance to make a meaningful impact in the communities we serve.As a l...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Peoria, Illinois
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Peoria, Illinois
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor - Peoria

    Financial Advisor - Peoria

    Thrivent Financial • Peoria, IL, United States
    [job_card.full_time]
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Advisor Trainee | High Earning Potential

    Remote Financial Advisor Trainee | High Earning Potential

    Ohana Outreach Financial • Peoria, IL, us
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    This role gives you a transition into the financial industry without the barriers of traditional corporate hiring.You’ll be trained by experienced leaders, follow a clear step by step process, and ...[show_more]
    [last_updated.last_updated_variable_days]
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    Headway • Peoria, IL, US
    [job_card.full_time]
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is...[show_more]
    [last_updated.last_updated_30] • [promoted]