U.S. Bancorp

3 weeks ago

Wealth Management Advisor - Glen Ellyn, IL

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Advise affluent clients by gathering financial information, identifying needs, and recommending suitable investment, investment planning, and insurance strategies. Deliver market and economic views, perform manager/fund/security research and due diligence, and build tailored portfolios that align with each client’s situation. Partner with other U.S. Bank channels as appropriate while using platforms such as MoneyGuidePro, Salesforce, and Seismic to efficiently serve clients.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Meet with affluent clients to collect financial information, conduct discovery, assess needs, and evaluate unique circumstances.
•Determine suitable financial products and facilitate strategy delivery including portfolio management, trust administration, investment advisory, and insurance.
•Provide economic and market views, investment strategy, and conduct manager/fund/security research and due diligence.
•Construct portfolios to deliver tailored investment management and insurance services based on each client’s situation.
•Refer and partner with other financial services within U.S. Bank channels as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeaveAdoption Assistance

Key Requirements

•Bachelor's degree, or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably with affluent clients.
•FINRA Series 7 and 66, or Series 7 and 63/65 combination.
•Applicable state insurance license.
•Strong presentation, communication, relationship management, and sales/new business development skills.

Experience:3-5 yearsFinancial servicesWealth managementAffluent clients

Education:Bachelor's

Skills:PresentationRelationship managementSalesAnalytical thinkingCommunication

Licenses:State insurance license

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

Tech Stack:MoneyGuideProSalesforceSeismic

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

Loading job details...

Preparing the role view and application actions.

U.S. Bancorp

3 weeks ago

Wealth Management Advisor - Glen Ellyn, IL

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Meet with affluent clients to collect financial information, conduct discovery, assess needs, and evaluate unique circumstances.
•Determine suitable financial products and facilitate strategy delivery including portfolio management, trust administration, investment advisory, and insurance.
•Provide economic and market views, investment strategy, and conduct manager/fund/security research and due diligence.
•Construct portfolios to deliver tailored investment management and insurance services based on each client’s situation.
•Refer and partner with other financial services within U.S. Bank channels as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeaveAdoption Assistance

Key Requirements

•Bachelor's degree, or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably with affluent clients.
•FINRA Series 7 and 66, or Series 7 and 63/65 combination.
•Applicable state insurance license.
•Strong presentation, communication, relationship management, and sales/new business development skills.

Experience:3-5 yearsFinancial servicesWealth managementAffluent clients

Education:Bachelor's

Skills:PresentationRelationship managementSalesAnalytical thinkingCommunication

Licenses:State insurance license

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

Tech Stack:MoneyGuideProSalesforceSeismic

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