Senior Sales Assistant - CFA

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 160 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. 

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.

About This Job

This position provides administrative support to Financial Advisors responsible for investment sales.

Essential Functions

• Partner with Financial Advisor to prepare for client meetings, preparing documents and capturing information needed for follow-up actions

• Manage retail referrals by connecting with prospects, scheduling appointments, and maintaining detailed tracking of referral status

• Gather client data for financial planning, generate plans, and assist in delivering results for advisor review and discussion

• Run, analyze, summarize, and act on proactive reports to support advisor decision-making

• Execute trades as directed by the Financial Advisor or client

• Prepare advisory review reports and coordinate scheduling of client review meetings

• Respond promptly and effectively to client inquiries and service requests

• Support both internal and external client communications, including handling phone calls

• Organize and lead large initiatives that enhance the efficiency and effectiveness of the Advisor–Assistant partnership

Knowledge, Skills & Abilities Required

• Strong problem-solving skills

• Ability to work independently

• Strong computer skills with the ability to learn new applications quickly and with ease

• Excellent customer service skills, strong analytical thinking

• 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

• Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook  

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience preferred

• 3+ years’ experience in processing or customer service, preferably in banking, finance, insurance, or investment

• Series 7 and Series 63 or 66 license required

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles.  This compensation range is for the Senior Sales Assistant - CFA job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $23.80 to $27.65 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

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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.  Click here to learn more.

Location: 118 W 47th Street, Kansas City, Missouri 64112

Time Type:

Full time