Associate Wealth Management Advisor

U.S. Bank

Developmental Financial Advisor position at U.S. Bank consulting with customers on financial goals.

Posted 7/22/2026full-timeDuluth • Minnesota • 🇺🇸 United StatesJuniorMid-Level💰 $65,000 - $80,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advising, including the ability to analyze client financial situations and provide tailored investment advice while adhering to regulatory standards. Proficient in business development and effective communication to engage with clients and prospects.

Highest-signal resume keywords

FINRA Series 7FINRA Series 65FINRA Series 66Financial PlanningSecurities Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment AdviceRisk AssessmentTax Exposure AnalysisClient Consultation

Soft Skills

Analytical SkillsDecision-Making SkillsInterpersonal SkillsVerbal CommunicationWritten Communication

Tools & Technologies

Microsoft OfficeDesktop Planning Tools

Certifications & Qualifications

State Insurance Licenses

Industry Keywords

Financial SalesWealth ManagementBusiness DevelopmentRegulatory ComplianceCustomer Engagement

About the role

Key responsibilities & impact

This position is designed to be a developmental Financial Advisor at the Associate level.
Under the guidance and in partnership with a senior advisor, this advisor will learn and develop skills to consult with existing and prospective customers to determine financial goals, objectives, and current financial position.
Conducts due diligence with lower segmented clients/prospect’s financial situation in order to recommend financial products to meet the customer/prospect’s particular financial status, objectives, risk tolerance, tax exposure, and the like.
Develops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect’s investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies.
Engages in business development and promotional activities.

Requirements

What you’ll need

Bachelor's degree, or equivalent work experience
At least two years of industry related experience in a financial sales or wealth position
Will need to complete FINRA Series 7, 65 or 66 and state insurance licenses within the first 6 months of employment
Basic knowledge of the securities industry and markets
Well-developed analytical and decision-making skills to provide customized investment and financial planning advice
Effective interpersonal, verbal and written communication skills
Proficient with various computer software programs including Microsoft Office, and have the ability to use recommended desktop planning tools and processes

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