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Financial Advisor at U.S. Bank - ApplyBlast

Financial Advisor

U.S. Bank

8 days ago

3.3 on Glassdoor

Laguna Beach, California, United States

Onsite

Full Time

Junior

0 applicants

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About this role

This developmental Financial Advisor role at the Associate level involves learning to consult with customers to determine financial goals and current positions. The advisor will conduct due diligence on clients to recommend financial products that align with their objectives, risk tolerance, and tax exposure. The position requires developing expertise in the securities industry to provide customized investment advice while complying with all relevant laws and corporate policies.

Responsibilities

Consult with customers to determine financial goals and objectives
Conduct due diligence to recommend financial products for clients
Provide customized investment advice while complying with regulations

Skills

Qualifications

Bachelor's degreeFINRA Series 7FINRA Series 65FINRA Series 66state insurance licenses

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

View Profile

Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.