Wealth Management Investment Consultant, Advisory Services

Wealth Management Investment Consultant, Advisory Services

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.

The Investment Consultant role provides advanced investment education and advice to clients who typically have between $25,000 and $250,000 in investable assets. The consultant uses a full product suite and a light Financial Planning tool, working with existing clients within a defined service model and with internal partners to identify investment opportunities. The role is appointment‑based, handles the financial discovery process for internal team partners, and makes referrals when appropriate—a key performance measure.

Strong analytical, communication, and time‑management skills are essential to develop personalized financial relationships with a variety of clients, leading to repeat conversations and expanding financial services, assets, and opportunities. The consultant balances client needs with partner work to increase referral quality and volume and completes required annual reviews in their assigned region.

• Bachelor’s degree, background in financial services, investments, or equivalent work experience
• One to two years of job‑related experience in a financial sales position preferred
• FINRA Series 7 and either Series 63/65 or Series 66; partially licensed applicants may be considered

• Fluency in a second language; applicable state insurance licenses desired
• Applicable state licenses (CRPC, CFP designations)
• Demonstrated sales and marketing abilities
• Strong analytical skills to assess client needs
• Proficient computer navigation skills with Microsoft Office and various software packages
• Ability to manage multiple tasks and deadlines simultaneously
• Well‑developed analytical and problem‑solving skills
• Excellent interpersonal, verbal, and written communication skills
• Past experience with Salesforce and Money Guide Pro
• Passion for building relationships with clients
• Partially licensed candidates will be considered; life, accident & health, LTC, and annuity licenses required within 6 months of hiring

• Healthcare (medical, dental, vision)
• Basic 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 (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 hours worked (up to 80 hours per calendar year)

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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.

Applications may close sooner than the posted date if the role reaches full capacity.