Note: The job is a remote job and is open to candidates in USA. U.S. Bank is committed to helping customers and businesses make informed financial decisions. The Wealth Management Investment Consultant will provide personalized financial consulting and advising services, analyzing customer investment objectives and recommending suitable financial products while ensuring compliance with laws and regulations.
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
Skills
- 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
- 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
- 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
Company Overview
At U.S. It was founded in 1968, and is headquartered in Minneapolis, Minnesota, USA, with a workforce of 10001+ employees. Its website is http://www.usbank.com.