Provides personalized customer facing financial consulting and advising services though telephone conversations. Receives and proactively contacts and profiles customer/prospects to understand their financial goals, objectives, and current financial position. Reviews each customer/prospect’s financial situation to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like. Using expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect’s investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies.
Basic Qualifications
– Bachelor’s degree, or equivalent work experience
– At least six months of financial services, investments, or related experience
– One to two years of job-related experience in a financial sales position
– FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66
Preferred Skills/Experience
– Applicable state licenses
– CRPC, CFP designations
– Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures
– Demonstrated sales and marketing abilities
– Strong analytical skills to assess client needs
– Proficient computer navigation skills using a variety of software packages including Microsoft Office
– Ability to manage multiple tasks/projects and deadlines simultaneously
– Well-developed analytical and problem-solving skills
– Excellent interpersonal, verbal and written communication skills
– Past experience with salesforce and MoneyGuide pro
– A passion for building relationships with clients
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.Save job
