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U.S. Bank · 1 day ago

Associate Wealth Management Financial Consultant

Bettendorf, IA

Full-time

Onsite

Entry Level

$65K/yr - $80K/yr

2+ years exp

U.S. Bank is committed to helping customers and businesses make better financial decisions. The Associate Wealth Management Financial Consultant will work under the guidance of a senior advisor to consult with clients on their financial goals and recommend suitable financial products, while also engaging in business development activities.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Consult with existing and prospective customers to determine financial goals, objectives, and current financial position

Conduct due diligence with lower segmented clients/prospect’s financial situation in order to recommend financial products to meet the customer/prospect’s particular financial status, objectives, risk tolerance, tax exposure, and the like

Develop an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect’s investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies

Engage in business development and promotional activities

Qualification

FINRA Series 7FINRA Series 65State insurance licensesSecurities industry knowledgeAnalytical skillsCommunication skillsMicrosoft OfficeDecision-making skills

Required

Bachelor's degree, or equivalent work experience

At least two years of industry related experience in a financial sales or wealth position

Will need to complete FINRA Series 7, 65 or 66 and state insurance licenses within the first 6 months of employment

Preferred

Basic knowledge of the securities industry and markets

Well-developed analytical and decision-making skills to provide customized investment and financial planning advice

Effective interpersonal, verbal and written communication skills

Proficient with various computer software programs including Microsoft Office, and have the ability to use recommended desktop planning tools and processes