U.S. Bank
Wealth Management Advisor - Uptown Phoenix
Join to apply for the Wealth Management Advisor - Uptown Phoenix role at U.S. Bank. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Responsibilities
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 You’ll Thrive With
An approachable and accessible leadership team dedicated to your success and career development A rich product portfolio and open architecture to serve clients’ best interests A collaborative team structure with complementary expertise and support Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to service 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 Compensation, Benefits & Perks
Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including Adoption Assistance, Fertility Solutions and Maternity/Paternity leave Coaching and mentoring opportunities Collaborative environment with a high-performing team Work/life balance and opportunities to engage in community and volunteer activities Healthcare (medical, dental, vision); life insurance; disability; 401(k) and retirement plan; paid vacation; paid holidays; adoption assistance; sick leave Basic Qualifications
Bachelor's degree, or equivalent work experience Three to five years of experience in a financial sales position, preferably serving affluent clients FINRA Series 7 and 66 or Series 7 and 63/65 combination and applicable state insurance license Preferred Qualifications
Extensive knowledge in financial planning (goals-based planning, asset allocation, retirement planning, education funding) Knowledge of securities industry, investment and insurance products, and services Knowledge of private banking products and services (credit processes and policies) Strong presentation, relationship management, sales, and new business development skills Analytical and problem-solving skills; excellent interpersonal, verbal, and written communication skills Proficiency with desktop planning tools and related software If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Equal Employment Opportunity
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. Other
Posting may be closed earlier due to high volume of applicants. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. Background checks may be conducted in accordance with applicable local laws and federal requirements.
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Join to apply for the Wealth Management Advisor - Uptown Phoenix role at U.S. Bank. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Responsibilities
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 You’ll Thrive With
An approachable and accessible leadership team dedicated to your success and career development A rich product portfolio and open architecture to serve clients’ best interests A collaborative team structure with complementary expertise and support Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to service 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 Compensation, Benefits & Perks
Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including Adoption Assistance, Fertility Solutions and Maternity/Paternity leave Coaching and mentoring opportunities Collaborative environment with a high-performing team Work/life balance and opportunities to engage in community and volunteer activities Healthcare (medical, dental, vision); life insurance; disability; 401(k) and retirement plan; paid vacation; paid holidays; adoption assistance; sick leave Basic Qualifications
Bachelor's degree, or equivalent work experience Three to five years of experience in a financial sales position, preferably serving affluent clients FINRA Series 7 and 66 or Series 7 and 63/65 combination and applicable state insurance license Preferred Qualifications
Extensive knowledge in financial planning (goals-based planning, asset allocation, retirement planning, education funding) Knowledge of securities industry, investment and insurance products, and services Knowledge of private banking products and services (credit processes and policies) Strong presentation, relationship management, sales, and new business development skills Analytical and problem-solving skills; excellent interpersonal, verbal, and written communication skills Proficiency with desktop planning tools and related software If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Equal Employment Opportunity
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. Other
Posting may be closed earlier due to high volume of applicants. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. Background checks may be conducted in accordance with applicable local laws and federal requirements.
#J-18808-Ljbffr