Phone-Based Wealth & Investment Advisor

U.S. Bank; Tempe (AZ); 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

Up to 11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is hiring a financial advisor to deliver personalized guidance by phone, profile customers, and tailor recommendations to goals and risk appetite. You will review financial situations and suggest products in line with regulatory requirements.

Ideal candidates have 6 months in financial services, 1–2 years in sales, and FINRA licenses (7/63/65 or 7/66). Strong communication and multitasking abilities are essential.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Six months in financial services, investments, or related area.
• One to two years in a financial sales role.
• 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 goals and current financial position.
• Recommend products based on objectives, risk tolerance, tax exposure, and laws.

Skills

Interpersonal skills

Verbal communication

Written communication

Sales aptitude

Relationship building

Analytical thinking

multitasking

Education

Bachelor's degree or equivalent

Tools

Salesforce

MoneyGuide Pro

Microsoft Office

Job description

U.S. Bank is hiring a financial advisor to deliver personalized guidance by phone, profile customers, and tailor recommendations to goals and risk appetite. You will review financial situations and suggest products in line with regulatory requirements.

Ideal candidates have 6 months in financial services, 1–2 years in sales, and FINRA licenses (7/63/65 or 7/66). Strong communication and multitasking abilities are essential.