1+ months

Wealth Management Consultant - Advisor Development Program - Sacramento, CA

U.S. Bank
Sacramento, CA 94278
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 extensive 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/prospects financial situation and recommend solutions that meet the customer/prospects particular financial goals, risk tolerance and tax exposure. This role will advise customers/prospects, using U.S. Bancorp Investments 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/prospects 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. **Qualifications:** Basic Qualifications: - Bachelor's degree - 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 Preferred Skills/Experience: - 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 **Job:** Investments / Insurance **Primary Location:** CA-CA-Sacramento **Shift:** 1st - Daytime **Average Hours Per Week:** 40 **Requisition ID:** 200004340 U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce. 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.

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Posted: 2020-02-18 Expires: 2020-04-26

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Wealth Management Consultant - Advisor Development Program - Sacramento, CA

U.S. Bank
Sacramento, CA 94278

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