U.S. Bank Financial Advisor in Omaha, Nebraska

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.

Qualifications:

Basic Qualifications

  • Bachelor'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 license

Preferred Skills/Experience

  • Thorough 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 skills

Job: Investments / Insurance

Primary Location: United States

Shift: 1st - Daytime

Average Hours Per Week: 40

Requisition ID: 170001359