insurance | Wealth Management Advisor in Whittier, CA

Wealth Management Advisor

  • U.S. Bank
  • Whittier, CA 90601
  • Full-Time
save job button



At 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.

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


* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.