Wealth Management Investment Consultant, Advisory Services
U.S. BankSaint Paul, Minnesota, United States • Gresham, Oregon, United States • Cincinnati, Ohio, United States
Posted April 3, 2026
64855 - 76300 USD
Full Time
About the Company
U.S. Bank is a financial services company that provides a wide range of financial products and services to individuals and businesses.
Job Description
Wealth Management Investment Consultant, Advisory Services provides personalized customer facing financial consulting and advising services through telephone conversations. Analyzes and interprets customer/prospect's investment objectives and provides customized and individualized investment advice.
Requirements
- 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
Benefits
- 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
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals