Phone-Based Wealth Advisor

Usbank; Saint Paul (MN); On-site; USD 64,000 - 78,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

11 paid holidays

Parental leave

Adoption assistance

Job summary

U.S. Bank is seeking a Financial Consultant who provides personalized financial advisory services by phone, helping customers achieve their goals while following regulatory requirements.

The role focuses on understanding clients’ financial situations and offering tailored investment guidance. Preferred candidates hold FINRA licenses, have strong communication skills, and possess a track record in financial sales.

Qualifications

• Bachelor's degree or equivalent work experience.
• At least six months in financial services, investments, or related experience.
• One to two years in a financial sales position.
• FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66.

Responsibilities

• Provide personalized customer-facing financial consulting via telephone.
• Profile customers to understand financial goals and position.
• Recommend products meeting objectives, risk tolerance, and tax exposure.
• Analyze investment objectives and give customized advice compliant with laws.

Skills

Financial consulting

Sales experience

Communication skills

Education

Bachelor's degree or equivalent

Tools

Salesforce

MoneyGuide Pro

Job description

U.S. Bank is seeking a Financial Consultant who provides personalized financial advisory services by phone, helping customers achieve their goals while following regulatory requirements.

The role focuses on understanding clients’ financial situations and offering tailored investment guidance. Preferred candidates hold FINRA licenses, have strong communication skills, and possess a track record in financial sales.