Added: 2025-03-29 01:55.00
Updated: 2025-04-19 16:31.06

Financial Advisor

Santa Monica, Estados Unidos, Portugal

Type: n/a

Category: Other

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Requirements: English
Company: U.S. Bank
Region: Santa Monica, Estados Unidos

Financial Advisor- 160004812At U.S. Bank, we''re passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, were one of the country''s most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.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.Your Career is Here.QualificationsBasic QualificationsBachelor''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 licensePreferred Skills/ExperienceThorough 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 skillsJobInvestments / InsurancePrimary LocationCA-CA-Santa MonicaShift1st - DaytimeAverage Hours Per Week- 40
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