U.S. Bancorp

1 week ago

Wealth Management Advisor - Springfield/Branson, MO

✓ 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 advise clients on tailored investment management and insurance solutions as part of the Wealth Management Team. Partner to deliver portfolio management, trust administration, investment advisory, and insurance capabilities using U.S. Bank’s Asset Management Group open architecture. Develop goals-based portfolios by understanding clients’ objectives, performing manager/fund/security research and due diligence, and presenting economic and market views to support clients and families.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies for clients.
•Partner to build goals-based investment portfolios aligned to clients’ unique goals and objectives.
•Advise clients using U.S. Bank Asset Management Group (AMG) open architecture, including economic and market views.
•Perform manager/fund/security research and due diligence to support portfolio construction.
•Present investment strategies and maintain a holistic approach to planning, communication, and client relationships.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceLife InsuranceDisabilityParental Leave401kPaid LeaveAdoption AssistancePaid Holidays

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 applicable state insurance license.
•Knowledge of financial planning including goals-based planning, asset allocation, retirement planning, and education funding.
•Strong sales, new business development, relationship management, and analytical/problem-solving skills.

Experience:3-5 yearsFinancial servicesWealth managementPrivate banking

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical problem-solvingCommunication

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

Tech Stack:Computer softwareDesktop planning tools

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 - Springfield/Branson, MO

✓ 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 portfolio management, trust administration, investment advisory, and insurance strategies for clients.
•Partner to build goals-based investment portfolios aligned to clients’ unique goals and objectives.
•Advise clients using U.S. Bank Asset Management Group (AMG) open architecture, including economic and market views.
•Perform manager/fund/security research and due diligence to support portfolio construction.
•Present investment strategies and maintain a holistic approach to planning, communication, and client relationships.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceLife InsuranceDisabilityParental Leave401kPaid LeaveAdoption AssistancePaid Holidays

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 applicable state insurance license.
•Knowledge of financial planning including goals-based planning, asset allocation, retirement planning, and education funding.
•Strong sales, new business development, relationship management, and analytical/problem-solving skills.

Experience:3-5 yearsFinancial servicesWealth managementPrivate banking

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical problem-solvingCommunication

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

Tech Stack:Computer softwareDesktop planning tools

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