Wealth Management Advisor

4 weeks ago


Hinsdale, Illinois, United States U.S. Bank Full time

At U.S. Bank, we're dedicated to helping our customers and businesses make informed financial decisions. As a Wealth Management Advisor, you'll play a key role in facilitating the delivery of investment strategies and capabilities to our clients. Your expertise will be essential in constructing tailored investment portfolios that meet the unique goals and objectives of our clients.

Key Responsibilities:
  • Partner with the Wealth Management Team to assist clients in achieving their financial goals
  • Develop and implement investment strategies that align with client objectives
  • Provide expert advice on investment products and services, including portfolio management and insurance
  • Collaborate with internal teams to deliver comprehensive financial solutions
Requirements:
  • Bachelor's degree or equivalent work experience
  • Three to five years of experience in a financial sales position, preferably working with affluent clients
  • FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license
Preferred Skills:
  • Considerable knowledge of financial planning, including goals-based planning, asset allocation, and retirement planning
  • Extensive knowledge of private banking products and services, including credit processes and policies
  • Strong relationship management, sales, and new business development skills

U.S. Bank offers a competitive salary range of $65,000 to $68,000, depending on the required state minimum, plus eligibility for incentives based on employee production. Our benefits package includes healthcare, basic term and optional term life insurance, short-term and long-term disability, and paid vacation time.



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