Phone- Wealth Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Banking & Finance
U.S. Bank is seeking a licensed financial consultant to provide personalized investment and banking guidance over the phone. You will profile clients, assess goals and current financial situations, and recommend suitable products aligned with objectives and risk tolerance.
Required are Series 7 and 63/65 or 7 and 66 licenses, a bachelor’s degree or equivalent, and 1–2 years of financial sales experience. Proficiency with Salesforce and Money Guide Pro is valued.
Our organisation is growing, and we are hiring a Phone-Based Wealth Advisor in Tempe, AZ, United States.
This posting is for the Phone-Based Wealth Advisor role at Us Bank, based in Tempe, AZ, United States.
We are looking to fill the Phone-Based Wealth Advisor position at Us Bank in Tempe, AZ, United States.
The Phone-Based Wealth Advisor role at Us Bank is now open for applications in Tempe, AZ, United States.
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