Financial Advisor - Wealth Management Advisory Center

at  US Bank National Association

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.

JOB DESCRIPTION

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.
Our compensation model offers a competitive base salary with an uncapped monthly variable compensation plan.
This role is hybrid. Team members who are in a hybrid role typically spend three days a week at the listed U.S. Bank location(s), while having flexibility on their work location for the other working days.

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 (or ability to attain within 180 days)

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 MoneyGuidePro
• 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.

• 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
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by la