-
Investment Consultant
2 weeks ago
U.S. Bancorp Gresham, United StatesNote: This role can be located in St. Paul, MN or Gresham, ORAs an Investment Consultant in the Wealth Management Advisory Center, you will primarily be responsible for providing personalized financial consulting services through telephone conversati Investment, Consultant, Manag ...
-
Investment Consultant
2 weeks ago
U.S. Bank Gresham, United StatesAt 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 ...
-
Investment Consultant
2 weeks ago
U.S. Bank Gresham, United StatesAt 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 ...
-
Investment Consultant
2 days ago
Fidelity Investments Portland, United States**Investment Consultant**: · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicat ...
-
Investment Consultant
1 week ago
Fidelity Investments Portland, United StatesJob Description · : Investment Consultant · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the imp ...
-
Director Agency
3 days ago
Emerald Enterprises Eugene, MO, United States FreelanceTake your professional career to the next level at our location in Munich, Eugene, MO · Knight Frank is present nationwide in Munich, Frankfurt, and Berlin. Our range of services includes rental, international occupier service, investment, and valuation. Knight Frank was founded ...
-
Investment Consultant, San Francisco or Portland
2 weeks ago
Callan Portland, United StatesInvestment Consultant, San Francisco or Portland · San Francisco, CA and/or Portland, OR · Callan is seeking a new team member to join our West Coast Fund Sponsor Consulting Group in either our San Francisco, CA headquarters or Portland, OR regional office. As an investment cons ...
-
Callan Portland, United StatesInvestment Consultant, San Francisco or Portland · San Francisco, CA and/or Portland, ORCallan is seeking a new team member to join our West Coast Fund Sponsor Consulting Group in either our San Francisco, CA headquarters or Portland, OR regional office. As an investment consult ...
-
Financial Consultant
1 week ago
Fisher Investments Portland, United States Full timeStop prospecting Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client ...
-
Design Consultant
2 weeks ago
The Tailored Closet and PremierGarage of Southern Maine Portland, United StatesThe Tailored Closet of Southern Maine is part of a nationally recognized brand in the home storage industry and our clients have come to expect the best solutions for their home organization and garage storage needs. Our philosophy is simple: we believe in delivering a consistent ...
-
Director of Capital Budget and Planning
3 weeks ago
University of New England Portland, United StatesReporting to the Associate Vice President of Finance and Administration, the Director of Capital Budget and Planning is a key participant in advancing the financial health of the University by managing the systems and processes for capital budget management and long-range strateg ...
-
Vice President, Osp Strategy and Business
2 weeks ago
Tilson Portland, United StatesTilson is on a mission to build America's information infrastructure and we are seeking individuals from across the country to join us. Recognized on the Inc. 5000 list of fastest-growing private companies in the U.S. for 13 years in a row, Tilson is a high growth team of driven ...
-
Canadian Investment Counsellor
1 week ago
Fisher Investments Vancouver, United States Full timeStop prospecting Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sa ...
-
Portfolio Counselor
1 week ago
Fisher Investments Vancouver, United States Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, a ...
-
UK Investment Counsellor
1 week ago
Fisher Investments Vancouver, United States Full timeStop prospecting Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sa ...
-
Portfolio Counselor
5 days ago
Fisher Investments Vancouver, United States Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, a ...
-
Fisher Investments Vancouver, United States Full timeThe Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team th ...
-
Associate Banker
3 weeks ago
Bank of Montreal Gresham, United StatesDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired ...
-
Car Sales Consultant
2 weeks ago
Hertz Gresham, United StatesWage: $15.45 hour + plus sales-based commissions · Job Description: · The Car Sales Consultant facilitates the sales & finance process, provides excellent customer service, supports lot operations and omni-channel sales. Fully execute sales process, achieve monthly sales target ...
-
Leasing Consultant
2 days ago
IPG Gresham, United StatesJob Description · Job DescriptionHey YOU We dare you to quit your boring job. We have the perfect position for you. Let's talk. Now is the time to make your move · WHO ARE WE? – Investment Property Group owns and operates 151 properties throughout 13 states Our current portfolio ...
Investment Consultant - Gresham, United States - U.S. Bank
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
Note:
This role can be located in St. Paul, MN or Gresham, OR
As an Investment Consultant in the Wealth Management Advisory Center, you will primarily be responsible for providing personalized financial consulting services through telephone conversations.
You will receive calls while managing a queue as well as proactively contact and profile customer's/prospect's financial situations to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like.
You will also source clients/prospects through referrals received through our affiliate partner, U.S. Bank, as well as other sources. No cold prospecting is done in this role.You will hold consultative goal-based conversations with clients over the phone and leverage technology to enhance the interaction.
You will help clients achieve their investment objectives leveraging a limited product suite and refer clients on when those products are not appropriate.
The Investment Consultant role focuses on client acquisition and will leverage other avenues for the ongoing service model of clients.
Schedule:
M-F; 8:30am-5pm CT or 7:30am-4pm PT depending on location
Our compensation model offers a competitive base salary with a quarterly variable compensation plan.
Basic Qualifications
Bachelor's degree, or equivalent work experience
At least six months of financial services, investments, or related experience
One to two years of job-related experience in a financial sales position
FINRA licenses:
Series 7, 63 and 65 or Series 7 and 66
Partially licensed candidates will be considered. Under-licensed candidates will have 6 months to complete required licensing.
Preferred Skills/Experience
Spanish Speaking
Applicable state licenses
CRPC, CFP designations
Demonstrated sales and marketing abilities
Strong analytical skills to assess client needs
Proficient computer navigation skills using a variety of software packages including Microsoft Office
Ability to manage multiple tasks/projects and deadlines simultaneously
Well-developed analytical and problem-solving skills
Excellent interpersonal, verbal and written communication skills
Past experience with Salesforce and MoneyGuide Pro
A passion for building relationships with clients
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work.
That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.
Our benefits include the following (some may vary based on role, location or hours):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 (from 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
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce.
We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Applicants can learn more about the company's status as an equal opportunity employer by viewing the federalKNOW YOUR RIGHTS
EEO poster.
E-Verify
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. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S.
Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements).
Pay Range:
$ $ $34.38
Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need.
Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
#J-18808-Ljbffr
