U.S. Bank Financial Advisor - Wealth Management Advisory Center - Cincinnati, OH or Saint Paul, MN or Portland, OR in Portland, Oregon
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. 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.
Job DescriptionAs 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. INDAC
Basic Qualifications - 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 may be considered - Life, Accident & Health, LTC, and Annuity licenses required at, or within 6 months, of hiring.
Preferred Skills/Experience - Applicable state licenses - CRPC, CFP designations - Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures - 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 - Spanish Speaking
Benefits: Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers.
EEO is the Law Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.
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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.