U.S. Bancorp

3 weeks ago

Wealth Management Advisor- Reno Main

✓ 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

Lead investment planning and deliver tailored wealth management strategies for clients and families. Facilitate portfolio management, trust administration, investment advisory, and insurance, using U.S. Bank Asset Management Group and open-architecture options where appropriate. Conduct manager/fund/security research and due diligence, construct goals-based portfolios, and present investment strategies. Partner with the Wealth Management Team to understand client goals and provide ongoing relationship-driven financial advice.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Lead investment planning and deliver investment and insurance products for the Wealth Management Team.
•Facilitate portfolio management, trust administration, investment advisory, and insurance services.
•Partner with clients and families to understand goals and objectives and construct goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group (AMG) or U.S. Bancorp Investment open architecture as appropriate.
•Deliver economic and market views, conduct manager/fund/security research and due diligence, and build tailored investment management and insurance services.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental 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.
•Knowledge of goals-based financial planning (e.g., goals based planning, asset allocation, retirement planning, education funding).
•Ability to present investment strategies and maintain a holistic approach to planning, with strong relationship management and sales/new business development skills.

Experience:3-5 yearsFinancial services

Education:Bachelor's

Skills:Relationship managementSalesAnalytical problem-solvingInterpersonal communicationWritten communication

Licenses:State insurance license

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

Tech Stack:Desktop 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

3 weeks ago

Wealth Management Advisor- Reno Main

✓ 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

•Lead investment planning and deliver investment and insurance products for the Wealth Management Team.
•Facilitate portfolio management, trust administration, investment advisory, and insurance services.
•Partner with clients and families to understand goals and objectives and construct goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group (AMG) or U.S. Bancorp Investment open architecture as appropriate.
•Deliver economic and market views, conduct manager/fund/security research and due diligence, and build tailored investment management and insurance services.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental 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.
•Knowledge of goals-based financial planning (e.g., goals based planning, asset allocation, retirement planning, education funding).
•Ability to present investment strategies and maintain a holistic approach to planning, with strong relationship management and sales/new business development skills.

Experience:3-5 yearsFinancial services

Education:Bachelor's

Skills:Relationship managementSalesAnalytical problem-solvingInterpersonal communicationWritten communication

Licenses:State insurance license

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

Tech Stack:Desktop 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