Wealth Management Investment Consultant, Advisory Services
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: Saint Paul • Minnesota • Ohio • United States
Visit company websiteExplore more
Salary
💰 $64,855 - $76,300 per year
Job Level
About the role
- Provides personalized customer facing financial consulting and advising services through 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
Requirements
- 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
- 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
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial consultinginvestment analysiscredit analysisconsumer lendingsalesmarketingfinancial products recommendationtax exposure assessmentrisk tolerance evaluationfinancial goal assessment
Soft Skills
analytical skillsproblem-solving skillsinterpersonal skillsverbal communicationwritten communicationrelationship buildingtime managementorganizational skillsmultitaskingcustomer service
Certifications
Bachelor's degreeFINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66CRPCCFPstate licenses