The Wealth Management Consultant is a financial advisor in-training role, part of our exclusive Advisor Development Program. We are looking for candidates with strong work ethics, solid work experience and proven results. The Advisor Development Program starts with a robust, 24-week training curriculum, helping the Wealth Management Consultant develop a strong financial planning foundation, learn and practice sales skills techniques to attract clients, observe customer/prospect meetings and receive coaching and support from field leadership.
Upon successful completion of the training and proficiency components of the program, the Wealth Management Consultant will enter into a "practice production" phase, gaining even more experience meeting with customers/prospects, soliciting business and serving them independently. They will be required to set meetings with existing customers/prospects, conduct meetings to help them determine their financial goals and objectives, perform due diligence into each customer/prospect's financial situation and recommend solutions that meet the customer/prospect's particular financial goals, risk tolerance and tax exposure. This role will advise customers/prospects, using U.S. Bancorp Investment's products and services where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, resulting in tailored advisory services for each customer/prospect's unique situation. Once the "practice production" phase has been successfully demonstrated, the Wealth Management Consultant will become a financial advisor with a specific focus on helping clients achieve their goals through a financial planning relationship. At this time, the Wealth Management Consultant will continue to receive a highly competitive salary plus uncapped quarterly bonuses based on sales results.
Four or more years of financial services experience, with a demonstrated track record of success in recent role(s)
Must have FINRA Series 7 license to apply
Must obtain FINRA 63 and 65 (or 66, in lieu of 63 and 65) licenses and your state life/health insurance license within 90 days of employment
Must be a team-player and partner with other colleagues to accomplish business goals
Thorough knowledge in financial planning, including but not limited to: goals-based planning, asset allocation, retirement planning and education funding
Thorough knowledge of trading, portfolio management, investment management, investment research/analysis and current market trends in investments
Demonstrated new business development and relationship management skills, as well as ability to form internal relationships with the goal of generating new business leads and referrals
Well-developed customer service/relations skills
Well-developed oral, written and presentation communication skills
Integrity, professionalism, reliability and excellent people skills
Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes