U.S. Bancorp

1 week ago

Wealth Management Investment Consultant, Advisory Services

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Provide personalized wealth management investment consulting to customers and prospects via telephone. Proactively profile clients to understand financial goals, review financial situations, and recommend investment and financial products aligned to objectives, risk tolerance, and tax considerations. Analyze securities industry and market information to deliver customized advice while complying with applicable laws, regulations, and company policies. Build and maintain client relationships through sales and advisory efforts.

Location: Cincinnati

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Entry level

Key Responsibilities

•Provide personalized, customer-facing financial consulting and advising via telephone.
•Proactively contact and profile customers/prospects to understand goals, objectives, and financial position.
•Review customer/prospect financial situations and recommend suitable financial products based on objectives, risk tolerance, and tax exposure.
•Analyze and interpret investment objectives using securities industry and market expertise while ensuring compliance.
•Deliver customized, individualized investment advice in accordance with applicable laws, regulations, and corporate policies.

Pay and Benefits

Salary: USD 64,855 - 76,300

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidayAdoption AssistanceParental LeaveRetirementLong-term Disability

Key Requirements

•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: applicable state licenses and CRPC/CFP designations.

Experience:1-2 yearsFinancial servicesInvestments

Education:Bachelor's

Skills:Sales and marketingAnalytical skillsProblem-solvingInterpersonal communicationRelationship building

Licenses:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Applicable state licenses

Certifications:CRPCCFP

Tech Stack:Microsoft OfficeSalesforceMoneyGuide pro

Company Brief

U.S. Bancorp

U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 week ago

Wealth Management Investment Consultant, Advisory Services

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Cincinnati

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Entry level

Key Responsibilities

•Provide personalized, customer-facing financial consulting and advising via telephone.
•Proactively contact and profile customers/prospects to understand goals, objectives, and financial position.
•Review customer/prospect financial situations and recommend suitable financial products based on objectives, risk tolerance, and tax exposure.
•Analyze and interpret investment objectives using securities industry and market expertise while ensuring compliance.
•Deliver customized, individualized investment advice in accordance with applicable laws, regulations, and corporate policies.

Pay and Benefits

Salary: USD 64,855 - 76,300

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidayAdoption AssistanceParental LeaveRetirementLong-term Disability

Key Requirements

•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: applicable state licenses and CRPC/CFP designations.

Experience:1-2 yearsFinancial servicesInvestments

Education:Bachelor's

Skills:Sales and marketingAnalytical skillsProblem-solvingInterpersonal communicationRelationship building

Licenses:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Applicable state licenses

Certifications:CRPCCFP

Tech Stack:Microsoft OfficeSalesforceMoneyGuide pro

Company Brief

U.S. Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor