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Investment Financial Consultant

US Bank

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Job Snapshot

Location:

Fond du Lac, WI 54935 ( map it!

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Employee Type:

Full-Time

Industry:

Banking - Financial Services

Manages Others:

Not Specified

Job Type:

Sales
Consultant

Experience:

Not Specified

Travel:

Negligible

Post Date:

11/3/2009

Contact Information

Ref ID:

090016601

Description Contacts and profiles customers to determine their financial goals, objectives and current financial position. Proactively recommends investment solutions to your clients from a variety of partners such as AIG, Allstate, Franklin Templeton, New York Life, MetLife, Putnam Investments, Hartford and more while complying with all pertinent laws, regulations and corporate policies. Trains branch staff on the services we offer and partner with them to recognize referral opportunities.

Your Career is Here.

Requirements Basic Qualifications
- High school diploma or equivalent
- Minimum two years of experience in a financial sales position
- NASD Series 7 and 63 licenses, and applicable state insurance license

Preferred
Skills/Experience - 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

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