Investment Consultant

Investment Consultant

Company Overview:

U.S. Bank is dedicated to helping its customers and businesses make well-informed financial decisions and ensuring the growth and success of the communities they support. They are committed to empowering individuals by providing the tools and opportunities necessary for career advancement. A career at U.S. Bank offers a diverse range of opportunities for learning, skill development, and exploration of interests from the very beginning.

Job Description:

U.S. Bank Investment Consultant helps clients identify and achieve their financial goals through a holistic approach. Our teams provide expert advice on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. PWM also specializes in business-sale advisory and pre-transaction planning.

The Investment Consultant is responsible for identifying, acquiring, and deepening client relationships. This role leverages knowledge of investments, banking, estate planning, and trust services to offer comprehensive financial solutions tailored to client needs. The PWA is expected to drive growth by building relationships both internally and externally, with support from a team of specialists. Additionally, the PWA serves as a U.S. Bank representative in the community and acts as a conduit for PWM’s strategic partners in the region.

Key Responsibilities:

• Recognize, acquire, and strengthen connections with high-worth and ultra-high-worth clients.
• Offer extensive wealth and estate planning advice, including information on investments, banking services, credit options, insurance coverage, and fiduciary roles.
• Tailored responses can be shaped by considering the client's specific circumstances and needs.
• Collaborate with specialists within the company to address client requirements in a variety of fields.
• Establish connections between clients and strategic allies to support their financial goals through Private Wealth Management.
• Drive the increase in sales and foster the development of fresh client affiliations within PWM.
• Effectively manage and rank client connections with a holistic methodology.

Basic Qualifications:

• Qualifications that could be met through a bachelor's degree or practical work familiarity.
• Proven tenure of over 8 years in managing relationships with affluent clients.

Essential Skills & Qualifications:

• Experienced in establishing and cultivating professional connections, with a focus on networking and driving business growth.
• Prospering in particular client segments or verticals through the establishment of strategic alliances.
• Developing bespoke approaches by profiling clients' experiences and requirements to meet their expectations.
• Ability to organize and prioritize a team of specialists to address client needs.
• Proficient at communicating complex ideas in a clear and understandable manner.
• Displaying an intense interest in solving problems and offering strategic recommendations to clients.
• The ability to autonomously decide and take accountability for business performance is crucial for success.
• Designations like CFA or CFP are the recommended credentials.

Benefits:

Our benefits package is aimed at nurturing the health and general welfare of our team members, created to enable them to thrive professionally and personally. The benefits provided may vary depending on the role, location, or hours worked, but typically feature a diverse range of options:

• Healthcare services include medical, dental, and vision benefits to address various aspects of individuals' healthcare needs.
• Insurance: Basic term and optional term life insurance.
• Short-term disability benefits serve as a form of income replacement for individuals temporarily disabled and unable to work.
• The concept of parental leave extends beyond maternity leave to include time off for both new mothers and fathers.
• Retirement Income: A 401(k) plan including employer-funded contributions for retirement savings.
• Workers are entitled to paid time off benefits, which include 2 to 5 weeks of paid vacation and a maximum of 11 paid holidays, depending on their salary grade and years of employment.
• Adoption funding help: Support for financial needs related to the adoption process.
• The buildup of days off for health and safety reasons is known as Sick and Safe Leave accruals.

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