Phone-Based Wealth Advisor

Us Bank; Tempe (AZ); On-site; USD 64,000 - 78,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a licensed financial consultant to provide personalized investment and banking guidance over the phone. You will profile clients, assess goals and current financial situations, and recommend suitable products aligned with objectives and risk tolerance.

Required are Series 7 and 63/65 or 7 and 66 licenses, a bachelor’s degree or equivalent, and 1–2 years of financial sales experience. Proficiency with Salesforce and MoneyGuide Pro is valued.

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.

Responsibilities

• Provide personalized financial consulting and advisory services via telephone.
• Profile customers to understand goals and current financial position.
• Recommend products meeting objectives, risk tolerance, tax exposure, and other factors.
• Ensure compliance with applicable laws, regulations, and corporate policies.
• Utilize knowledge of securities markets to tailor investment advice.

Skills

Financial services

Sales experience

Interpersonal communication

Analytical skills

Education

Bachelor's degree

Equivalent work experience

Tools

Salesforce

MoneyGuide Pro

Microsoft Office

Job description

U.S. Bank is seeking a licensed financial consultant to provide personalized investment and banking guidance over the phone. You will profile clients, assess goals and current financial situations, and recommend suitable products aligned with objectives and risk tolerance.

Required are Series 7 and 63/65 or 7 and 66 licenses, a bachelor’s degree or equivalent, and 1–2 years of financial sales experience. Proficiency with Salesforce and MoneyGuide Pro is valued.