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Investment Financial Advisor Job in Saint Cloud, MN 56301

Title :

Investment Financial Advisor

Company :

U.S. Bank

Location :

Saint Cloud, MN 56301

Date Acquired : 2/19/2009 11:13:33 PM
Date Updated : 3/16/2010 2:56:23 AM
Title: Investment Financial Advisor
Location: Minnesota-Saint Cloud
At U.S. Bank, we pride ourselves on providing the very best investment vehicles to help our customers meet their personal financial goals. But the best products in the marketplace would fall short without dedicated and talented people just like you! We need focused and driven professionals to build trusted relationships, carry the desire to win, and ultimately drive our organizational success. In the critical role of Investment Financial Consultant, you will:
* Proactively reach out to potential customers and offer customized investment options
* Build relationships with your clients to understand their financial goals and help ensure that they reach them
* Train branch team members on our investment offerings and partner with them to recognize profitable opportunities
* Build on your current sales skills and financial product knowledge with continued training, coaching, and corporate support
* Have access to unparalleled opportunity with the 6thlargest banking institution in the U.S.!
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.
Minimum Requirements
* A Bachelor's degree or equivalent work experience
* At least 3 years of financial investment sales experience
* Applicable state insurance licenses
* FINRA Series 7 and 63 licenses
Preferred Skills
Our top performers typically:
* Have above average communications skills
* Excel in critical thinking and situational analysis
* Enjoy problem solving and solution selling
* Can easily multi task and prioritize projects
* Are very proficient in PC skills
* Achieve demanding sales performance goals
* Possess additional certifications, such as CRP, CFP, or a Master's degree