Associate Wealth Advisor: Growth, Planning & Client Impact

U.S. Bank; North Carolina; On-site; USD 65,000 - 80,000; Full time

Job summary

U.S. Bank is seeking a developmental Financial Advisor at the Associate level in North Carolina. You will work under a senior advisor to learn to consult with customers, assess financial goals, and tailor investment strategies while complying with laws and policies.

The role emphasizes building investment expertise, understanding markets, and engaging in growth activities to promote financial planning services.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• Two years of industry related experience in financial sales or wealth position.
• Commitment to obtain FINRA licenses within six months.

Responsibilities

• Consult with existing and prospective customers to determine financial goals and current position.
• Provide customized investment advice aligned with objectives and risk tolerance.
• Engage in business development and promotional activities to grow client base.

Skills

Analytical and decision-making skills

Communication skills

Microsoft Office proficiency

Desktop planning tools

Interpersonal skills

Education

Bachelor’s degree or equivalent

Tools

FINRA Series 7 licensing

FINRA Series 65/66 licensing

Job description

U.S. Bank is seeking a developmental Financial Advisor at the Associate level in North Carolina. You will work under a senior advisor to learn to consult with customers, assess financial goals, and tailor investment strategies while complying with laws and policies.

The role emphasizes building investment expertise, understanding markets, and engaging in growth activities to promote financial planning services.