Financial Advisor
U.S. Bank - Bismarck, ND

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Contacts and profiles customer/prospects to determine financial goals, objectives, and current financial position. Conducts diligence into each customer/prospect's financial situation in order to recommend financial products to meet the customer/prospect's particular financial status, 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 in light of various factors, and then provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies.

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Qualifications

Basic Qualifications

  • Bachelor's degree in business, accounting, economics or finance, or equivalent work experience
  • Three or more years of experience in a financial sales position
  • NASD Series 7, 63, 65 or 66 license, and applicable state insurance license
Preferred Skills/Experience

  • 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 skills, especially Microsoft Office applications
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Well-developed analytical and problem-solving skills
  • Excellent interpersonal, verbal and written communication skills

U.S. Bank - 20 months ago - save job - block
About this company
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U.S. Bancorp (NYSE: USB) is a diversified financial services holding company and parent company of U.S. Bank, the nation's fifth largest...