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U.S. Bank · 2 weeks ago

Wealth Management Investment Consultant, Advisory Services

St Paul, MN

Full-time

Onsite

Entry, Mid Level

$71K/yr - $84K/yr

1+ years exp

U.S. Bank is on a journey to help customers make better financial decisions and support community growth. The Investment Consultant role involves providing advanced investment education and advice to clients, developing personalized financial relationships, and collaborating with internal partners to uncover investment opportunities.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

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

Qualification

FINRA Series 7Financial services experienceSalesMarketing abilitiesAnalytical skillsMicrosoft Office proficiencyClient relationship buildingFluency in second languageApplicable state insurance licensesCRPCCFP designationsSalesforce experienceMoneyGuide Pro experienceInterpersonal skillsTime management skillsProblem-solving skills