U.S. Bancorp

1 week ago

Wealth Management Advisor- Chandler AZ

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Lead investment planning and deliver tailored wealth management strategies for clients and families. Advise using U.S. Bank Asset Management Group (AMG) and open architecture, covering portfolio management, trust administration, investment advisory, and insurance. Conduct manager/fund/security research and due diligence, construct goals-based portfolios, and present economic and market views while partnering with the Wealth Management Team to drive client outcomes.

Location: United States

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 appropriate goals-based investment portfolios.
•Advise clients using U.S. Bank AMG or U.S. Bancorp Investment open architecture to deliver economic/market views and investment strategy.
•Perform manager/fund/security research and due diligence to support portfolio construction and tailored investment management and insurance services.
•Present investment strategies and maintain a holistic approach to planning while working with clients and families.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

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, 63, 65 or 66 license, and an applicable state insurance license.
•Strong relationship management plus sales and new business development skills.
•Knowledge of financial planning (goals-based planning, asset allocation, retirement planning, education funding).

Experience:3-5 yearsFinancial servicesWealth management

Education:Bachelor's

Skills:Relationship managementSalesAnalytical problem-solvingInterpersonal communicationPresentation skills

Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66State insurance license

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

1 week ago

Wealth Management Advisor- Chandler AZ

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

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 appropriate goals-based investment portfolios.
•Advise clients using U.S. Bank AMG or U.S. Bancorp Investment open architecture to deliver economic/market views and investment strategy.
•Perform manager/fund/security research and due diligence to support portfolio construction and tailored investment management and insurance services.
•Present investment strategies and maintain a holistic approach to planning while working with clients and families.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

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, 63, 65 or 66 license, and an applicable state insurance license.
•Strong relationship management plus sales and new business development skills.
•Knowledge of financial planning (goals-based planning, asset allocation, retirement planning, education funding).

Experience:3-5 yearsFinancial servicesWealth management

Education:Bachelor's

Skills:Relationship managementSalesAnalytical problem-solvingInterpersonal communicationPresentation skills

Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66State insurance license

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