Wealth Management Investment Consultant, Advisory Services

U.S. Bank • Cincinnati, OH

10d

About The Position

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. Job Description 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

• 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

Nice To Haves

• 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

Responsibilities

• 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level