Associate Wealth Advisor: Launch Your Financial Career

US Bank; Norfolk (NE); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) retirement plan

Paid time off

Job summary

U.S. Bank is seeking a developmental Financial Advisor at the Associate level. Under guidance with a senior advisor, you will learn to consult on goals, positions, and financial plans for existing and prospective customers.

You will develop expertise in securities, analyze objectives, and provide customized investment advice while complying with laws and policies. The role includes business development activities and promotional efforts.

Qualifications

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

Responsibilities

• Consult with existing and prospective customers to determine financial goals and position.
• Recommend financial products to meet objectives while complying with laws and policies.
• Engage in business development and promotional activities.

Skills

Communication skills

Sales experience

Education

Bachelor's degree

Equivalent work experience

Tools

Microsoft Office

Job description

U.S. Bank is seeking a developmental Financial Advisor at the Associate level. Under guidance with a senior advisor, you will learn to consult on goals, positions, and financial plans for existing and prospective customers.

You will develop expertise in securities, analyze objectives, and provide customized investment advice while complying with laws and policies. The role includes business development activities and promotional efforts.