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U.S. Bank
Document ID: A3424-078YAd Number: usbank-090015727 Published on: 2010-01-2901/29/2010 Job Type: Regular
Job Schedule:Full-time
Published in: ChicagoJobs
2010-02-28
Investment Financial Consultant
As seen in ChicagoJobs
Title: Investment Financial Consultant
Location: IL-Chicago
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.
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
~CB
Location: IL-Chicago
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.
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
~CB
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