9 hours ago

Wealth Management Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Reposted: first listed 6 days ago

Job Summary

Lead investment planning and deliver wealth management strategies across portfolio management, trust administration, investment advisory, and insurance. Partner with the Wealth Management Team to understand client goals and construct goals-based investment portfolios using U.S. Bank Asset Management Group or open-architecture solutions. Provide economic and market views, perform manager/fund/security research and due diligence, and deliver tailored investment management and insurance services.

Location: Iowa, Des Moines

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Facilitate delivery of wealth management strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
•Partner with the team to understand clients’ goals and objectives and construct goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group or open architecture to deliver tailored investment management and insurance services.
•Provide economic and market views, investment strategy, and manager/fund/security research and due diligence.
•Deliver portfolio construction aligned to each client’s unique situation and holistic planning approach.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

•Bachelor’s degree, or equivalent work experience.
•Three to five years of experience in a financial sales position, preferably with the affluent client segment.
•FINRA Series 7, 63, 65 or 66 license, and an applicable state insurance license.
•Strong knowledge of financial planning (goals-based planning, asset allocation, retirement planning, and education funding).
•Ability to present investment strategies and maintain a holistic, relationship-driven approach to planning.

Experience:3-5 years

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical thinkingCommunication

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

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

9 hours ago

Wealth Management Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Reposted: first listed 6 days ago

Job Summary

Location: Iowa, Des Moines

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Facilitate delivery of wealth management strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
•Partner with the team to understand clients’ goals and objectives and construct goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group or open architecture to deliver tailored investment management and insurance services.
•Provide economic and market views, investment strategy, and manager/fund/security research and due diligence.
•Deliver portfolio construction aligned to each client’s unique situation and holistic planning approach.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

•Bachelor’s degree, or equivalent work experience.
•Three to five years of experience in a financial sales position, preferably with the affluent client segment.
•FINRA Series 7, 63, 65 or 66 license, and an applicable state insurance license.
•Strong knowledge of financial planning (goals-based planning, asset allocation, retirement planning, and education funding).
•Ability to present investment strategies and maintain a holistic, relationship-driven approach to planning.

Experience:3-5 years

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical thinkingCommunication

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

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