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Financial Advisor- Contact Center
Category: Banking, Insurance
  • Your pay will be discussed at your interview

Job code: lhw-e0-89770039

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U.S. Bank

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  Job posted:   Thu May 17, 2018
  Distance to work:   ? miles
  1 Views, 0 Applications  
Financial Advisor- Contact Center

Seeking top advisor talent to join our growing team of phone based financial advisors. This financial advisor will be responsible for driving new revenue and assets by working with clients in our current book of business. They will deepen client relationships through a consultative financial planning approach focused on helping clients accomplish their goals. They will also work with our banking partners to increase referral volume into our team. Day to day work will consistent of holding appointments with clients across the country via phone, web ex or video and partnering with the team to deliver personalized advice. This team is on the leading edge of our growth strategy and is also responsible for delivering our robo advice capabilities to clients. This is a truly a great opportunity for someone who is passionate about helping clients and wants to be a part of an innovative and growing team.


Basic Qualifications

- Bachelor's degree or equivalent work experience

- Three or more years of experience in a financial sales position

- FINRA Series 7, 63, 65 or 66 and applicable state insurance licenses

Preferred Skills/Experience

- Past experience with salesforce and MoneyGuide pro

- CRPC, CFP designations

- Excellent communication skills

- A passion for building relationships with clients

**Job:** Investments / Insurance

**Primary Location:** United States

**Shift:** 1st - Daytime

**Average Hours Per Week:** 40

**Requisition ID:** 180018042

U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
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.

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