Wealth Management Investment Consultant, Advisory Services

Job Title

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Provides personalized customer facing financial consulting and advising services though telephone conversations. Receives and proactively contacts and profiles customer/prospects to understand their financial goals, objectives, and current financial position. Reviews each customer/prospect's financial situation to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like. Using expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies.

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• At least six months of financial services, investments, or related experience
• One to two years of job-related experience in a financial sales position
• FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66

Preferred Skills/Experience

• Applicable state licenses
• CRPC, CFP designations
• Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures
• Demonstrated sales and marketing abilities
• Strong analytical skills to assess client needs
• Proficient computer navigation skills using a variety of software packages including Microsoft Office
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Well-developed analytical and problem-solving skills
• Excellent interpersonal, verbal and written communication skills
• Past experience with salesforce and MoneyGuide pro
• A passion for building relationships with clients

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $64,855.00 - $76,300.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws.