U.S. Bancorp

2 weeks 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: 17 hours agoStatus: Live

Job Summary

Meet with affluent clients to discover their financial needs and determine suitable investment, investment planning, and insurance strategies. Deliver economic and market views, portfolio construction, and ongoing portfolio management and trust administration. Provide manager/fund/security research and due diligence while partnering across U.S. Bank channels. Use technology platforms like MoneyGuidePro, Salesforce, and Seismic, with access to marketing warm leads and qualified referrals to grow your practice.

Location: United States

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 needs.
•Recommend suitable financial products and facilitate delivery of strategies across portfolio management, trust administration, investment advisory, and insurance.
•Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence.
•Construct tailored portfolios providing investment management and insurance services aligned to each client’s situation.
•Refer and partner with other U.S. Bank channels as appropriate to support client needs.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVision401kPaid 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.
•Extensive knowledge of financial planning (goals-based planning, asset allocation, retirement planning, education funding).
•Extensive knowledge of the securities industry, including investment and insurance products and services.

Experience:3-5 yearsFinancial servicesWealth managementSecurities

Education:Bachelor's

Skills:Relationship managementPresentationAnalytical thinkingProblem-solvingCommunication

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

2 weeks 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: 17 hours agoStatus: Live

Job Summary

Location: United States

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 needs.
•Recommend suitable financial products and facilitate delivery of strategies across portfolio management, trust administration, investment advisory, and insurance.
•Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence.
•Construct tailored portfolios providing investment management and insurance services aligned to each client’s situation.
•Refer and partner with other U.S. Bank channels as appropriate to support client needs.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVision401kPaid 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.
•Extensive knowledge of financial planning (goals-based planning, asset allocation, retirement planning, education funding).
•Extensive knowledge of the securities industry, including investment and insurance products and services.

Experience:3-5 yearsFinancial servicesWealth managementSecurities

Education:Bachelor's

Skills:Relationship managementPresentationAnalytical thinkingProblem-solvingCommunication

Licenses:State insurance license

Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65

Tech Stack:MoneyGuideProSalesforceSeismic

Company Brief

U.S. Bancorp

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

Glassdoor: 3.8

Website LinkedIn Glassdoor