Wealth Management Advisor: Greenwich, CT

U.S. Bancorp
Connecticut
Workplace: OnsiteFull timeUSD 65,000 - 80,200 annuallyFunction: SalesExperience: 3-5 yearsEducation: bachelorsSkills: ["Relationship management","Presentation","Analytical thinking","Problem-solving","Communication"]

Serve affluent clients by gathering financial information, diagnosing goals and investment needs, and recommending suitable strategies across portfolio management, trust administration, investment advisory, and insurance. Deliver market and economic views, lead manager/fund/security research and due diligence, and construct tailored portfolios aligned to each client’s situation. Leverage tools like MoneyGuidePro, Salesforce, and Seismic, supported by marketing leads and strong leadership backing.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Wealth Management Advisor: Greenwich, CT

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve affluent clients by gathering financial information, diagnosing goals and investment needs, and recommending suitable strategies across portfolio management, trust administration, investment advisory, and insurance. Deliver market and economic views, lead manager/fund/security research and due diligence, and construct tailored portfolios aligned to each client’s situation. Leverage tools like MoneyGuidePro, Salesforce, and Seismic, supported by marketing leads and strong leadership backing.
Location: Connecticut
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

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

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveParental LeaveAdoption Assistance

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 and 66, or Series 7 and 63/65 combination.
  • •Applicable state insurance license.
  • •Strong knowledge of financial planning (goals-based planning, asset allocation, retirement planning, education funding).
Experience:3-5 yearsFinancial services
Education:Bachelor's
Skills:Relationship managementPresentationAnalytical thinkingProblem-solvingCommunication
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
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