Associate Wealth Advisor: Build Client Wealth

U.S. Bank; Columbus (NE); On-site; USD 65,000 - 80,200; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation (two to five weeks)

Sick and Safe Leave

Job summary

A leading financial institution is seeking a developmental Financial Advisor at the Associate level in Columbus, Nebraska. This role involves consulting with customers to determine financial goals, conducting due diligence, and recommending financial products. Candidates should have a Bachelor's degree and at least two years of financial sales experience. Benefits include healthcare, 401(k), and paid vacation. The position offers an annual salary between $65,000 and $80,200, plus incentives based on performance.

Qualifications

• Bachelor's degree or equivalent work experience.
• At least two years of industry-related experience in a financial sales or wealth position.
• Must complete FINRA Series 7, 65 or 66 and state insurance licenses within six months of employment.

Responsibilities

• Consult with existing and prospective customers to determine financial goals.
• Conduct due diligence with clients or prospects and recommend financial products.
• Engage in business development and promotional activities.

Skills

Financial sales experience

Customer consultation

Analytical skills

Communication skills

Proficiency in Microsoft Office

Education

Bachelor's degree or equivalent

Job description

A leading financial institution is seeking a developmental Financial Advisor at the Associate level in Columbus, Nebraska. This role involves consulting with customers to determine financial goals, conducting due diligence, and recommending financial products. Candidates should have a Bachelor's degree and at least two years of financial sales experience. Benefits include healthcare, 401(k), and paid vacation. The position offers an annual salary between $65,000 and $80,200, plus incentives based on performance.