U.S. Bank
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. 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.
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. Bank is strong and stable, and committed to our clients and employees.
At Wealth Management from U.Bank, 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. 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.Bank channels, as appropriate 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 Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools 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 through Advisory Consulting Services and our expansive training team Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement 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 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 relationship management, sales, and new business development skills Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes 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.
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. 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 ~ Up to 11 paid holiday opportunities ~ 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. Bank participates in the U.Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.Citizenship and Immigration Services. Bank will consider qualified applicants with arrest or conviction records for employment. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. 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.Bank channels, as appropriate 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 Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools 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 through Advisory Consulting Services and our expansive training team Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement 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 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 relationship management, sales, and new business development skills Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes 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.
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. 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 ~ Up to 11 paid holiday opportunities ~ 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. Bank participates in the U.Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.Citizenship and Immigration Services. Bank will consider qualified applicants with arrest or conviction records for employment. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.