Wealth Management Investment Consultant, Advisory Services

U.S. Bank

Hopkins, MN, United States
Base: $71,400.00 - $84,000.00; bonus/equity: not s...
Strong analytical skills
Excellent interpersonal communication
Ability to manage multiple tasks
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 developing personalized financial relationships.
  • U.S. Bank offers a comprehensive benefits package designed to help team members thrive in and outside of work.

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
  • Excellent interpersonal communication
  • Ability to manage multiple tasks

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter