Wealth Management Advisor: Miami, FL

1 day ago


Doral, Florida, United States U.S. Bank Full time
Job Summary

At U.S. Bank, we're committed to helping our customers and businesses make informed financial decisions. As a Wealth Management Advisor, you'll play a key role in delivering tailored investment and insurance solutions to our affluent clients.

Key Responsibilities
  • Meet with clients to understand their financial goals and objectives
  • Determine the most suitable financial products for each client's unique circumstances
  • Develop and implement investment strategies to meet client needs
  • Collaborate with other financial services teams to provide comprehensive solutions
  • Stay up-to-date on market trends and economic conditions to inform investment decisions
Requirements
  • Bachelor's degree or equivalent work experience
  • Three to five years of experience in a financial sales position, preferably with affluent clients
  • FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license
Preferred Qualifications
  • Extensive knowledge of financial planning, including goals-based planning, asset allocation, and retirement planning
  • Strong presentation and relationship management skills
  • Ability to analyze complex financial data and make informed decisions
About U.S. Bank

We're 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.

This role receives an annual base salary between $65,000 and $65,500, depending on the required state minimum, plus eligibility for incentives based on employee production under the applicable incentive plan.



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