WMAS Investment Consultant 1-Bilingual Spanish

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 WMAS Investment Consultant, you will primarily be responsible for providing personalized financial consulting services through telephone conversations. You will receive calls while managing a queue as well as proactively contact and profile customer’s/prospect’s financial situations to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like. You will also source clients/prospects through referrals received through our affiliate partner, U.S. Bank, as well as other sources. 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. You will help clients achieve their investment objectives leveraging a limited product suite and refer clients on when those products are not appropriate. The Investment Consultant role focuses on client acquisition and will leverage other avenues 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.

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
• Bilingual Spanish
• Partially licensed candidates will be considered. Under-licensed candidates will have 6 months to complete required licensing.
  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