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 atall 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
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:
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.
Pay Range: $64,855.00 - $76,300.00
Wealth Management Investment Consultant, Advisory Services • Saint Paul, MN, United States
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more
Management Analysis & Development (MAD), a fee-for-service management consulting practice in Minnesota state government, is looking for experienced consultants to join our team.Successful consultan... Show more
Organizational Change Management Consultant.Location: Saint Paul, MN (Hybrid Locals Only).Job Description: We are seeking an experienced Organizational Change Management (OCM) consultant to drive a... Show more
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more
Rudolph Community & Care is a private person-centered organization providing adult foster care to vulnerable adults.We are proud to be recognized as a 2026 Minnesota Top Workplacean award based ent... Show more
Business Negotiations Consultant II.Computershare Corporate Trust (CCT) is a division within Computershare responsible for providing trustee and sophisticated agency services for private and public... Show more
LSS is dedicated to providing community-based services in the most integrated setting possible.We developed Intensive Community Residential Services (ICRS) in response to a need in our community fo... Show more
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potentia... Show more
Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more
We are urgently seeking people interested in taking market research studies for well known brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Ear... Show more
Join Our Passionate Team as a Mental Health Specialist II - Make a Lasting Impact Every Day!.At Dungarvin, we are more than a provider of support services - we're a mission-driven team rooted in re... Show more
Treasury Services, Cash Management.E Plato Boulevard, Suite 100, Saint Paul, MN, 55107, United States.Treasury Services, Cash Management. Show more
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more
Relationship Management Consultant.A dynamic, energetic Relationship Management Consultant who will deliver high-level customer service to clients to the firm.The successful candidate will join an ... Show more
LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at BMO Bank in Roseville, MN would allow you to join the Investment Prog... Show more
We are looking for a Resident Assistant to join our team at Meadows on Fairview Assisted Living in Wyoming, MN! This position is responsible for providing personal care and designated health-relate... Show more
Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more
Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more
The AGC is a key role in delivering wealth management services to firms and driving results for CPA firms.The role of the AGC is to work directly with affiliate CPA firms to grow their wealth manag... Show more
The primary responsibility of a Private Wealth Advisor at Seleskie Financial is business development.Paired with a dedicated Private Wealth Service Advisor (Second Chair), their goal is to grow the... Show more
