[Remote] Wealth Management Investment Consultant, Advisory Services

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.ResponsibilitiesProvides personalized customer facing financial consulting and advising services though telephone conversationsReceives and proactively contacts and profiles customer/prospects to understand their financial goals, objectives, and current financial positionReviews each customer/prospect's financial situation to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the likeUsing 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 policiesSkillsBachelor's degree, or equivalent work experienceAt least six months of financial services, investments, or related experienceOne to two years of job-related experience in a financial sales positionFINRA licenses: Series 7, 63 and 65 OR Series 7 and 66Applicable state licensesCRPC, CFP designationsThorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and proceduresDemonstrated sales and marketing abilitiesStrong analytical skills to assess client needsProficient computer navigation skills using a variety of software packages including Microsoft OfficeAbility to manage multiple tasks/projects and deadlines simultaneouslyWell-developed analytical and problem-solving skillsExcellent interpersonal, verbal and written communication skillsPast experience with salesforce and MoneyGuide proA passion for building relationships with clientsBenefitsHealthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawCompany OverviewAt 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.



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