Wealth Management Advisor | LOS GATOS, CA - Job.com

Wealth Management Advisor

for U.S. Bank in LOS GATOS, CA

Job Description

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.

_Your Career is Here. _

**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:** CA-CA-Los Gatos

**Shift:** 1st - Daytime

**Average Hours Per Week:** 40

**Requisition ID:** 150019819

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

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