Financial Advisor - Palm Beach, FL

U.S. Bancorp
Florida
Workplace: OnsiteFull timeUSD 65,000 - 80,200 annuallyFunction: SalesExperience: 3-5 yearsEducation: bachelorsSkills: ["Presentation","Relationship management","New business development","Analytical problem-solving","Interpersonal communication"]

Serve affluent clients by gathering financial information, assessing investment needs, and recommending suitable investment planning and insurance solutions. Deliver tailored strategies through portfolio management, trust administration, investment advisory, and ongoing market and economic views. Use tools like MoneyGuidePro, Salesforce, and Seismic to support portfolio construction and due diligence, while generating and converting warm leads and qualified referrals to grow your practice.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Financial Advisor - Palm Beach, FL

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve affluent clients by gathering financial information, assessing investment needs, and recommending suitable investment planning and insurance solutions. Deliver tailored strategies through portfolio management, trust administration, investment advisory, and ongoing market and economic views. Use tools like MoneyGuidePro, Salesforce, and Seismic to support portfolio construction and due diligence, while generating and converting warm leads and qualified referrals to grow your practice.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Meet with affluent clients to collect financial information, conduct discovery, assess investment needs, and evaluate unique circumstances.
  • •Determine suitable financial products and facilitate delivery of strategies including portfolio management, trust administration, investment advisory, and insurance.
  • •Provide economic and market views, investment strategy, manager/fund/security research, and due diligence.
  • •Construct tailored portfolios and recommend investment management and insurance services based on client situations.
  • •Refer and partner with other U.S. Bank financial services channels as appropriate and leverage warm leads and qualified referrals.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceLife Insurance401kPaid LeaveParental Leave

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •3 to 5 years of experience in a financial sales position, preferably with the affluent client segment.
  • •FINRA Series 7 and 66 (or Series 7 and 63/65 combination) and an applicable state insurance license.
  • •Strong presentation abilities.
  • •Strong relationship management, sales, and new business development skills.
Experience:3-5 yearsFinancial servicesWealth managementSecurities industry
Education:Bachelor's
Skills:PresentationRelationship managementNew business developmentAnalytical problem-solvingInterpersonal communication
Licenses:State insurance license
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65
Tech Stack:MoneyGuideProSalesforceSeismic

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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Glassdoor: 3.8
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