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.
Compensation Range
Hourly: $21.40 - $24.50 (Amount based on relevant experience, skills, and competencies.)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
The main purpose of this job is to support Commerce Bank Financial Advisors in case management, processing and handling all functions necessary to provide quality service to investment clients.
Essential Functions
Prepare new account paperwork and/or maintenance documents for client appointments
Assist financial advisors with handling receipts and disbursement for accounts
Assist with various mailings and campaigns
Responsible for opening and maintaining client accounts
Ensure timely response to client requests
Place trades as received from the financial advisors or clients
Assist with internal and external client phone calls as needed
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Basic knowledge of the brokerage industry
Strong problem solving skills and ability to work independently
Ability to quickly adapt to changing priorities
Strong computer skills with the ability to learn new applications quickly and with ease
Excellent customer service skills and 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 and Outlook
Education & Experience
Bachelor’s degree or equivalent combination of education and experience required
1+ year experience in processing or customer service, preferably in banking, finance, insurance or the investment industry required
Series 7 and Series 63 licenses preferred, or ability to obtain within one year of obtaining position
***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 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 $21.40 to $24.50 per hour.
#LI-AC2
Must be eligible to work in the US without sponsorship now or in the future.
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 64112Time Type:
Full timeSkills Required
- Bachelor's degree or equivalent combination of education and experience
- At least 1 year of experience in processing or customer service
- Basic knowledge of the brokerage industry
- Strong problem-solving skills and ability to work independently
- Ability to adapt quickly to changing priorities
- Strong computer skills and ability to learn new applications
- Excellent customer service skills and strong analytical thinking
- Organization, attention to detail, and ability to manage multiple priorities
- Strong written, verbal, and interpersonal communication skills
- Intermediate proficiency with Microsoft Word, Excel, and Outlook
- Experience in banking, finance, insurance, or investment industries
- Series 7 and Series 63 licenses
- Ability to obtain Series 7 and Series 63 licenses within one year
- Eligibility to work in the United States without sponsorship now or in the future
Commerce Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Commerce Bank and has not been reviewed or approved by Commerce Bank.
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Healthcare Strength — Feedback suggests medical coverage is robust with multiple plan options through major carriers and added programs like Hinge Health, Virta, and an EAP. Preventive care emphasis and digital care resources indicate strong day‑to‑day health support.
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Leave & Time Off Breadth — Feedback suggests time off is comprehensive with vacation, sick/personal time, holidays, parental leave, volunteer time off, and a vacation purchase program. Flexible schedules further support effective use of PTO.
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Retirement Support — Feedback suggests retirement benefits are solid with a structured 401(k) and a tiered company match on the first portion of pay. The design increases support with age and service, signaling commitment to long‑term savings.
Commerce Bank Insights
What We Do
At Commerce Bank, we know life’s best moments can come with some financial complexity. Our job is to help people and businesses navigate challenges so they can get back to focusing on what matters most. We do this by getting to know our customers and communities and accepting their goals as our own to deliver the right financial solutions and guidance. It’s what we’ve done for more than 150 years. We’re a regional bank headquartered in Kansas City and St. Louis, delivering a full line of financial services including business and personal banking, checking, savings, loans (including mortgages and student loans), credit and debit cards, plus investment services and wealth management.
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