U.S. Bancorp

1 week ago

Wealth Management Advisor-Sioux Falls Main

✓ 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 investment and insurance strategies for clients on the Wealth Management Team. Partner with internal teams to build goals-based portfolios through portfolio management, trust administration, investment advisory, and insurance services. Advise clients using U.S. Bank Asset Management Group or open-architecture offerings, including research, due diligence, and manager/fund/security selection to match clients’ goals.

Location: Sioux Falls

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 U.S. Bancorp Investment open architecture when appropriate.
•Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence to support portfolio construction.
•Provide tailored investment management and insurance services based on each client’s unique situation.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental 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, education funding).
•Proven relationship management, sales, and new business development skills with strong analytical and communication abilities.

Experience:3-5 yearsFinancial services

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical thinkingCommunication

Licenses:State insurance license

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

1 week ago

Wealth Management Advisor-Sioux Falls Main

✓ 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: Sioux Falls

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 U.S. Bancorp Investment open architecture when appropriate.
•Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence to support portfolio construction.
•Provide tailored investment management and insurance services based on each client’s unique situation.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental 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, education funding).
•Proven relationship management, sales, and new business development skills with strong analytical and communication abilities.

Experience:3-5 yearsFinancial services

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical thinkingCommunication

Licenses:State insurance license

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