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Investment Consultant - Wealth Management Advisory Center

U.S. Bancorp

U.S. Bancorp

Accounting & Finance
Multiple locations
Posted on Wednesday, November 15, 2023

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

Job Description

Take note:

  • This role can be located in St. Paul, MN or Gresham, OR

  • Schedule Monday-Friday; 8:30am-5pm CT or 7:30am-4pm PT depending on location

As an Investment Consultant in the Wealth Management Advisory Center, 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.

Our compensation model offers a competitive base salary with a quarterly variable compensation plan.

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

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

Preferred Skills/Experience

– Spanish Speaking

- Applicable state licenses

- CRPC, CFP designations

- 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 MoneyGuide pro

- 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.

Learn how the way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company.


Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • 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 law

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.


U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.74 - $30.34 - $33.37