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Associate Advisor - Business Owner Advisory Services
Category: Banking, Insurance
  • Your pay will be discussed at your interview

Job code: lhw-e0-89770132

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U.S. Bank

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  Job posted:   Thu May 17, 2018
  Distance to work:   ? miles
  1 Views, 0 Applications  
Associate Advisor - Business Owner Advisory Services

Business Owner Advisory Services (BOAS) is an area within U.S. Bank Private Wealth Management Business group consisting of highly specialized professionals with entrepreneurial/consulting/investment banking backgrounds that provide fee-based consulting and advisory services specifically tailored to business owners.

The BOAS Associate Advisor will work closely with Principal Advisors in analyzing companies and providing objective advice and assistance to clients on business related issues (e.g. professionalizing operations, growing business, and liquidity/transition options). He/she will help develop strategies to best meet the goals of the business owner.

The Associate Advisor will be located in Minneapolis and help cover the Central Region of the U.S.


1. Conduct due diligence, analyze the collected information and prepare reports on observations, recommendations and options.

2. Develop customized action plans to help clients accomplish their goals.

3. Establish strong credibility with clients.

4. Maintain a continuing relationship with existing customers to retain business and develop additional business.

5. Establish and maintain a network of key people in the industry and community. Help source new clients.

6. Actively ensure compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participate in any required corporate and business line training in these areas.


Basic Qualifications

- Bachelor's degree in accounting or finance, or equivalent work experience

- Eight to ten years of experience in financial analysis activities

- Series 7 or 79. If not licensed, will be required to pass Series 79 exam in first 90 days.

Preferred Skills/Experience

- 5 years of experience analyzing companies and working on M&A transactions

- Consulting, entrepreneurial and/or corporate experience

- Excellent presentation, interpersonal, verbal and written communication skills

- Well-developed analytical, organizational, decision-making and problem-solving skills

- Strong attention to detail

- Considerable tact, diplomacy and people skills

- Excellent team player

- MBA or CPA preferred

**Job:** Accounting / Finance

**Primary Location:** Minnesota-MN-Minneapolis

**Shift:** 1st - Daytime

**Average Hours Per Week:** 40

**Requisition ID:** 180018830

U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
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.

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