Wealth Management Investment Consultant, Advisory Services

U.S. Bank

Wealth Management Investment Consultant providing financial consulting through telephone conversations. Analyzing customer financial goals and recommending products to meet their needs.

Posted 6/30/2026full-timeTempe • Arizona, Minnesota • 🇺🇸 United StatesJunior💰 $63,990 - $78,210 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial ConsultingInvestment AnalysisCredit AnalysisConsumer Lending PoliciesFinancial Product RecommendationsRegulatory ComplianceMicrosoft Office ProficiencySalesforce ExperienceMoneyGuide Pro Experience

Soft Skills

Interpersonal SkillsVerbal CommunicationWritten CommunicationProblem-Solving SkillsTime Management

Certifications

FINRA LicensesCRPCCFP