U.S. Bank
Base pay range: $65,000–$78,000 per year.
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goal‑based investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
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, 63, 65 or 66 license, and applicable state insurance license
Preferred Skills/Experience
Considerable knowledge in financial planning, including but not limited to goal‑based planning, asset allocation, retirement planning, and education funding
Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services
Extensive knowledge of private banking products and services, including credit processes and policies
Ability to effectively present investment strategies to clients and maintain a holistic approach to planning
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
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 Statement 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.
Legal Disclosures U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program. Applicants may be required to comply with U.S. Bank policies, including the Code of Ethics and Business Conduct, and background checks consistent with local and federal regulations. U.S. Bank may consider applicants with arrest or conviction records.
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The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goal‑based investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
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, 63, 65 or 66 license, and applicable state insurance license
Preferred Skills/Experience
Considerable knowledge in financial planning, including but not limited to goal‑based planning, asset allocation, retirement planning, and education funding
Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services
Extensive knowledge of private banking products and services, including credit processes and policies
Ability to effectively present investment strategies to clients and maintain a holistic approach to planning
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
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 Statement 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.
Legal Disclosures U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program. Applicants may be required to comply with U.S. Bank policies, including the Code of Ethics and Business Conduct, and background checks consistent with local and federal regulations. U.S. Bank may consider applicants with arrest or conviction records.
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