U.S. Bank Financial Advisor - Wealth Management Advisory Center - Saint Paul, MN or Cincinnati, OH or Portland, OR in Cincinnati, Ohio
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
As a Financial Advisor in the Wealth Management Advisory Center, you will primarily be responsible with helping emerging affluent clients achieve their financial goals. You will primarily source clients through referrals received through our affiliate partner, U.S. Bank, as well as other sources. You will supplement referrals with warm Book of Business leads as necessary. No cold prospecting is done in this role.
You will hold consultative goal-based conversations with clients over the phone and leverage technology to enhance the interaction. Financial Planning will be the foundation of your advice when possible. You will help clients achieve their investment objectives leveraging a full product suite including but not limited to, Investment Advisory, Brokerage, Annuities, and Insurance. You will be responsible for reviewing each customer/prospect's financial situation to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like. The Financial Advisor role focuses on client acquisition and will leverage partners for the ongoing service model of clients.
We offer flexibility in scheduling, employing a hybrid work model that allows you to work at home 2 days a week. Our compensation model offers a competitive base salary with an uncapped monthly variable compensation plan.
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 - Partially licensed candidates will be considered. Life, Accident & Health, LTC, and Annuity licenses required at, or within 6 months, of hiring.
Fluent in Spanish
Applicable state licenses
CRPC, CFP designations
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
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
Learn how the way we work at U.S. Bank (https://assets.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/Thewaywework-1666895142717.pdf) drives meaningful relationships with our customers and collaboration across the company.
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
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
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) EEO poster.
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .