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
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