U.S. Bancorp

1 week ago

Wealth Management Advisor: Greenwich, CT

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

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: United States

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 week ago

Wealth Management Advisor: Greenwich, CT

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 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 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

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