U.S. Bank Wealth Management Advisor in PORTLAND, Oregon
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.
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
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: Oregon-OR-Portland
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 180034636
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.