Associate Wealth Management Advisor - Norfolk Main

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

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with a senior advisor, you will learn and develop skills to consult with existing and prospective customers, determine financial goals, objectives, and current financial position. You will conduct due diligence with lower‑segmented clients or prospects, recommend financial products to meet their needs, and provide customized investment advice while complying with all pertinent laws, regulations, and corporate policies. Engagement in business development and promotional activities is also required.

Basic 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 the first six months of employment

Preferred Skills/Experience

• Basic knowledge of the securities industry and markets
• Well‑developed analytical and decision‑making skills to provide customized investment and financial planning advice
• Effective interpersonal, verbal and written communication skills
• Proficiency with various computer software programs, including Microsoft Office, and ability to use recommended desktop planning tools and processes

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short‑term and long‑term disability
• Pregnancy disability and parental leave
• 401(k) and employer‑funded retirement plan
• Paid vacation (two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, and other factors protected under applicable law.

U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all facilities located in the United States and certain U.S. territories. The E‑Verify program is an Internet‑based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

This role receives an annual base salary between $65,000 and $80,200, depending on the required state minimum plus eligibility for incentives based on employee production under the applicable incentive plan.

Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Disability accommodation information is available for the application or hiring process.