Wealth Management Investment Consultant, Advisory Services

U.S. Bank

Base: $71,400.00 - $84,000.00; bonus/equity: not s...
Strong analytical skills
Financial discovery process
Client relationship management
The Investment Consultant role provides advanced investment education and advice to clients with investable assets between $25,000 and $250,000

Job Summary

  • The Investment Consultant role provides advanced investment education and advice to clients with investable assets between $25,000 and $250,000.
  • Candidates will possess strong communication and time management skills while balancing client needs and partner collaboration.
  • U.S. Bank offers a comprehensive benefits package designed to help team members thrive both at work and in their personal lives.

Matching Summary

The Investment Consultant role provides advanced investment education and advice to clients with investable assets between $25,000 and $250,000.

Salary

Base: $71,400.00 - $84,000.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Strong analytical skills
  • Financial discovery process
  • Client relationship management

Nice-to-have

  • Fluency in a second language
  • Demonstrated sales abilities
  • Passion for building relationships

Key Requirements

  • Bachelor’s degree in financial services
  • 1-2 years of financial sales experience
  • FINRA Series 7 and either Series 63 and 65 or Series 66

Work Rights

Not specified

Tailored Resume

Cover Letter