U.S. Bancorp

1 week ago

Wealth Management Advisor - St. Louis, 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

Serve affluent clients by collecting financial information, conducting discovery, and assessing investment needs to recommend suitable investment planning and insurance strategies. Deliver economic and market views, investment strategy, research, and due diligence while constructing tailored portfolios. Partner within U.S. Bank channels to expand client relationships and provide services like portfolio management and trust administration. Use tools including MoneyGuidePro, Salesforce, and Seismic to drive efficient client service and prospecting.

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, and assess investment needs.
•Determine which investment planning and insurance products are suitable for each client’s circumstances.
•Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
•Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence.
•Construct tailored portfolios and partner with other U.S. Bank channels as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kParental LeaveAdoption AssistancePaid LeavePaid Holidays

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 and 66 (or Series 7 and 63/65).
•Applicable state insurance license.
•Meet licensing requirements and comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct.

Experience:3-5 yearsFinancial servicesWealth managementAffluent clients

Education:Bachelor's

Skills:Relationship managementPresentationNew business developmentAnalytical problem-solvingCommunication

Licenses:State insurance license

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

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

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U.S. Bancorp

1 week ago

Wealth Management Advisor - St. Louis, 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

•Meet with affluent clients to collect financial information, conduct discovery, and assess investment needs.
•Determine which investment planning and insurance products are suitable for each client’s circumstances.
•Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
•Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence.
•Construct tailored portfolios and partner with other U.S. Bank channels as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kParental LeaveAdoption AssistancePaid LeavePaid Holidays

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 and 66 (or Series 7 and 63/65).
•Applicable state insurance license.
•Meet licensing requirements and comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct.

Experience:3-5 yearsFinancial servicesWealth managementAffluent clients

Education:Bachelor's

Skills:Relationship managementPresentationNew business developmentAnalytical problem-solvingCommunication

Licenses:State insurance license

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

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