Wealth Management Advisor - Oak Lawn, IL

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 65,000 - 80,200 annuallyFunction: SalesExperience: 3-5 yearsEducation: bachelorsSkills: ["Presentation","Relationship management","Sales","New business development","Communication"]

Meet with affluent clients to discover financial goals, evaluate investment needs, and recommend suitable investment planning, portfolio management, trust administration, investment advisory, and insurance strategies. Deliver market and economic views, conduct manager/fund/security research and due diligence, and build tailored portfolios based on each client’s situation. Partner within U.S. Bank channels, leverage warm leads, and use platforms like MoneyGuidePro, Salesforce, and Seismic to serve clients efficiently.

Loading

Loading job details...

Preparing the role view and application actions.

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

Wealth Management Advisor - Oak Lawn, IL

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live

Job Summary

Meet with affluent clients to discover financial goals, evaluate investment needs, and recommend suitable investment planning, portfolio management, trust administration, investment advisory, and insurance strategies. Deliver market and economic views, conduct manager/fund/security research and due diligence, and build tailored portfolios based on each client’s situation. Partner within U.S. Bank channels, leverage warm leads, and use platforms like MoneyGuidePro, Salesforce, and Seismic to serve clients efficiently.
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 circumstances.
  • •Select suitable financial products for each client’s situation and facilitate delivery of investment planning, portfolio management, trust administration, investment advisory, and insurance capabilities.
  • •Provide economic and market views, investment strategy, and perform manager/fund/security research and due diligence.
  • •Construct tailored portfolios with investment management and insurance services based on client needs.
  • •Refer and partner with other U.S. Bank financial services channels as appropriate to support client outcomes.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

  • •Bachelor's degree or equivalent work experience.
  • •3–5 years of experience in a financial sales position, preferably with the affluent client segment.
  • •FINRA Series 7 and 66 or a Series 7 and 63/65 combination plus an applicable state insurance license.
  • •Extensive knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
  • •Strong presentation, relationship management, sales/new business development, and communication skills.
Experience:3-5 yearsFinancial servicesWealth managementSecuritiesInsurance
Education:Bachelor's
Skills:PresentationRelationship managementSalesNew business developmentCommunication
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
Glassdoor: 3.8
WebsiteLinkedInGlassdoor