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Wealth Management Advisor
3 months ago
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.
If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.
Job Description
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, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.
At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.
The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.
In This Role You Will:
Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs
Determine which financial products are suitable for the client’s unique circumstances
Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance
Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence
Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation
Refer and partner with other financial services within other U.S. Bank channels, as appropriate
Discover How You’ll Thrive
An approachable and accessible leadership team that is dedicated to your success and career development
A rich product portfolio and open architecture so you can do what is best for your clients
A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients
Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently
All the resources of a Fortune 150 company with the personal feel of a smaller company
Marketing warm leads and qualified referrals from across the organization
Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools
Basic Qualifications
Bachelor's degree, or equivalent work experience
Three to five years of experience in a financial sales position, preferably working with the affluent client segment
FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license
Preferred Qualifications:
Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding
Extensive knowledge of the securities industry, including investment and insurance products and services
Knowledge of private banking products and services, including credit processes and policies
Strong presentation abilities
Strong relationship management, sales, and new business development skills
Well-developed analytical and problem-solving skills
Excellent interpersonal, verbal, and written communication skills
Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes
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.
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.
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