Wealth Management Advisory Consulting Services - Specialist

Wealth Management Advisory Consulting Services – Specialist - 170028075

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. 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.

Be a “go-to specialist” on a team supporting relationship managers that are responsible for delivering a consistent financial planning client experience for U.S. Bank Wealth Management.  In this role you will be asked to help impact business results and ensure quality planning by (1) improving our relationship manager’s adoption and utilization of the firm’s Salesforce/CRM, financial planning and product technology platforms, (2) ensuring quality planning through reactive support and proactive coaching, and (3) supporting the creation of content by leveraging your experience and expertise in financial planning.
Essential Functions:
  1. Motivate, inspire, and coach relationship managers (e.g., advisors, bankers) towards a “lead with planning” or “planful” mindset/philosophy through virtual one-to-one or one-to-few coaching sessions.
  2. Promote the delivery of a consistent client experience that can emotionally engage and motivate clients by encouraging relationship managers to offer:
    • a collaborative and interactive client experience either in-person (e.g., wall mounted monitor, iPad) or virtually (e.g., web- and video-conferencing.)
    • an online digital engagement via a client portal that allows for data gathering, including account aggregation, resulting in a real-time snapshot of their plan.
  3. Share rationale, best practices, workflows, business intelligence and techniques that advances the client experience, planning processes and use of technology platforms (e.g., pre- and post-meetings, Salesforce/CRM, financial planning software, and proposal generation) that can lead to increased efficiencies.
  4. Provide responsive application and planning case support related to the platforms being supported (e.g., Salesforce/CRM, MoneyGuide Pro/financial planning and product)
  5. Support the firm’s shift to advisory, insurance and banking implementation by helping relationship managers ‘connect the dots’ between planning and implementation.
  6. Coaching and quality reviews of financial plans, together with the relationship manager, to improve the quality of planning delivered to clients (e.g., review and cleanse data entered, explain results, identify client issues and business opportunities, and share best practices delivering advice) in accordance with compliance and business line requirements.
  7. Collect, interpret and track feedback from the field in order to improve our planning offering.


Basic Qualifications:
  • Bachelor's degree, or equivalent work experience
  • 5+ years of Financial Planning industry experience (within a financial services firm associated with a Bank is a plus) that includes advisor-support role
  • Well-developed oral and written communication skills
  • FINRA Series 7 and 63 & 65 (or 66)
  • Certified Financial Planner TM , Chartered Financial Consultant, or comparable industry designation; or willingness to pursue
Basic know-how and comfort using:
  • Microsoft Office tools (e.g., excel, Word, PPT, Outlook)
  • Fianncial Planning tools (e.g., MoneyGuidePro, other issue specific tools)
  • CRM tools (e.g., Salesforce)
  • Virtual engagement tools (e.g., phone, web and video-conferencing)
  • Strong presentation skills over the phone, web or in group meetings
Preferred experience and knowledge:
  • Providing technology, strategy, opportunity spotting, and sales solutions support to relationship managers; including ability to problem solve and a desire to help others improve their business
  • Interacting with relationship managers and other professionals from a centralized or remote location
  • “Financial Planning” conversational competency for disciplines needed to succeed
  • Ability to develop content/education material for relationship manager/client use on financial planning related topics


Product Management

Primary Location

Minnesota-MN-Saint Paul


1st - Daytime

Average Hours Per Week