Private Wealth Investment Advisor

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

Benefits offered by this job

Healthcare

Dental & Vision

401(k)

Paid vacation

Holiday pay

Parental leave

Disability

Job summary

U.S. Bank in Tempe is seeking a licensed financial professional to provide personalized customer-facing financial consulting and investment guidance over the phone and in person.

You will profile customers, understand goals, risk tolerance, and current position to tailor products and advice. Qualified candidates have a bachelor’s degree (or equivalent), 6 months in financial services, 1–2 years in financial sales, and FINRA licenses (Series 7 plus 63/65 or 66).

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

Responsibilities

• Provide personalized customer-facing financial consulting and advising services through telephone conversations
• Profile customers/prospects to understand their financial goals, objectives, and current financial position
• Recommend financial products that meet objectives, risk tolerance, tax exposure, and other factors
• Analyze and interpret investment objectives considering various factors and provide customized investment advice while ensuring compliance

Skills

Financial advisory

Customer service

Sales experience

Communication skills

Analytical skills

Education

Bachelor’s degree or equivalent

Tools

Salesforce

MoneyGuide Pro

Job description

U.S. Bank in Tempe is seeking a licensed financial professional to provide personalized customer-facing financial consulting and investment guidance over the phone and in person.

You will profile customers, understand goals, risk tolerance, and current position to tailor products and advice. Qualified candidates have a bachelor’s degree (or equivalent), 6 months in financial services, 1–2 years in financial sales, and FINRA licenses (Series 7 plus 63/65 or 66).