Financial Advisor at U.S. Bank – Lansing, IL

Financial Advisor Job Description

Contacts as well as profiles customer/prospects to establish monetary goals, objectives, as well as stream monetary position. Conducts attention in to any customer/prospect’s monetary incident in sequence to suggest monetary products to encounter the customer/prospect’s sold monetary status, objectives, risk tolerance, taxation exposure, as well as the like.  Using imagination as well as believe of the bonds attention as well as markets, analyzes as well as interprets customer/prospect’s investment objectives in light of assorted factors, as well as afterwards provides customized as well as individualized investment recommendation matched to those objectives whilst complying with all impending laws, regulations as well as corporate policies.

Financial Advisor Job Qualifications

Financial Advisor Basic Qualifications

• Bachelor’s grade in business, accounting, economics or finance, or homogeneous work experience
• Three or some-more years of knowledge in the monetary sales position
• NASD Series 7, 63, 65 or 66 license, as well as germane state insurance license

Preferred Skills/Experience of Financial Advisor

• Thorough bargain of residential debt banking, credit research as well as capitulation techniques, as well as consumer lending policies as well as procedures
• Demonstrated sales as well as selling abilities
• Strong methodical skills to consider customer needs
• Financial Advisor Proficient mechanism skills, generally Microsoft Office applications
• Ability to conduct mixed tasks/projects as well as deadlines simultaneously
• Well-developed methodical as well as problem-solving skills
• Financial Advisor have Excellent interpersonal, created as well as created information exchnage skills

Job:  Investments / Insurance
Primary Location: IL-IL-Lansing
Shift:  1st – Daytime
Average Hours Per Week:  40
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