Wealth Management Investment Consultant, Advisory Services

Overview Investment Consultant 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. The Investment Consultant role provides advanced investment education and advice as it works with clients who typically have between $25,000 and up to $250,000 in investable assets who may require multiple financial product offerings. The Investment Consultant will have access to a full product suite and a light Financial Planning tool, while it works with existing clients within a defined service model and with internal partners to make prospect introductions to uncover investment opportunities. The Investment Consultant works by appointment and handles the financial discovery process for internal team partners and makes referrals when appropriate, which is a key performance measure of the role. The Investment Consultant uses strong analytical skills to assess client needs and works to develop personalized financial relationships with a variety of clients with diverse financial needs that will result in repeat conversations and new or expanding financial services, assets, and opportunities. Candidates will also possess strong communication and time management skills as they balance helping clients with financial needs as well as working with partners to increase referral quality and volume in their assigned territory. The Investment Consultant works well with peers, providing and soliciting feedback from others to improve the client experience as well as to develop long-term client relationships in a team-based model. The Investment Consultant will also be expected to complete required Annual Reviews for clients in their assigned region. Responsibilities Provide advanced investment education and advice to clients within a defined service model. Work with clients who typically have between $25,000 and up to $250,000 in investable assets to identify suitable financial product offerings. Use a full product suite and light Financial Planning tool; collaborate with internal partners to uncover investment opportunities. Schedule by-appointment client meetings, conduct financial discovery, and make referrals when appropriate. Develop personalized financial relationships and pursue opportunities to expand services and assets. Collaborate with peers to improve the client experience and long-term relationships; complete required Annual Reviews in the assigned region. Basic Qualifications A bachelor\'s degree, background in financial services, investments, or equivalent work experience A minimum of one to two years of job-related experience in a financial sales position FINRA Series 7 along with either Series 63 and 65 or Series 66, but partially licensed applicants may be considered Preferred Skills Fluency in a second language; applicable state licenses are desired Applicable state licenses - CRPC, CFP designations 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 Partially licensed candidates will be considered. Life, Accident & Health, LTC, and Annuity licenses required at, or within 6 months, of hiring. 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: 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 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: $71,400.00 - $84,000.00 #J-18808-Ljbffr U.S. Bank