Affluent Managed Account Consultant - Minneapolis, Mn

U.S. Bank

Minneapolis, MN, US
Base: $133,365.00 - $156,900.00; bonus/equity: not...
Not specified
Experience in financial services
Advisor enablement skills
Consultative guidance and education
U.S. Bank is seeking an Affluent Managed Account Consultant in Minneapolis, MN, to support Financial Advisors in adopting managed account and advisory solutions. The role focuses on providing consultative guidance and educational support rather than traditional sales, aiming to enhance advisor productivity and client success

Job Summary

  • The Managed Account Consultant supports the growth and scalability of the advisory business.
  • This role partners closely with advisors to drive adoption of managed account and advisory solutions.
  • U.S. Bank offers a comprehensive benefits package designed to help you and your family thrive.

Matching Summary

Match Score: 85

U.S. Bank is seeking an Affluent Managed Account Consultant in Minneapolis, MN, to support Financial Advisors in adopting managed account and advisory solutions. The role focuses on providing consultative guidance and educational support rather than traditional sales, aiming to enhance advisor productivity and client success.

Salary

Base: $133,365.00 - $156,900.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Experience in financial services
  • Advisor enablement skills
  • Consultative guidance and education

Nice-to-have

  • Strong attention to detail
  • Effective communication skills
  • Ability to manage high-volume work

Key Requirements

  • Bachelor’s degree preferred
  • Eight or more years of experience
  • FINRA 7, 65 or 66 licenses

Work Rights

Not specified

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