U.S. Bancorp

3 weeks 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: 18 hours 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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

3 weeks 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: 18 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 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

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