Financial Advisor, Nashville - Burkitt Commons, TN

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 65,000 - 80,200 annuallyFunction: SalesExperience: 3-5 yearsEducation: bachelorsSkills: ["Relationship management","Sales","New business development","Analytical skills","Communication"]

Serve affluent clients by gathering financial information, assessing needs, and recommending suitable investment, insurance, and wealth management strategies. Deliver economic and market views, conduct manager/fund/security research and due diligence, and construct tailored portfolios. Partner across U.S. Bank channels to expand client relationships, supported by open architecture, collaborative team leadership, warm leads, and technology platforms like MoneyGuidePro, Salesforce, and Seismic.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Financial Advisor, Nashville - Burkitt Commons, TN

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Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live

Job Summary

Serve affluent clients by gathering financial information, assessing needs, and recommending suitable investment, insurance, and wealth management strategies. Deliver economic and market views, conduct manager/fund/security research and due diligence, and construct tailored portfolios. Partner across U.S. Bank channels to expand client relationships, supported by open architecture, collaborative team leadership, warm leads, and technology platforms like MoneyGuidePro, Salesforce, and Seismic.
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 and insurance products are suitable for each client's circumstances.
  • •Deliver portfolio management, trust administration, investment advisory, and insurance strategies.
  • •Provide market and economic views with research and due diligence to support investment strategy and manager/fund/security selection.
  • •Refer and partner with other U.S. Bank financial services channels to support client needs.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveParental LeaveAdoption AssistanceRetirement

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, and an applicable state insurance license.
Experience:3-5 yearsFinancial servicesSecurities industry
Education:Bachelor's
Skills:Relationship managementSalesNew business developmentAnalytical skillsCommunication
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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Glassdoor: 3.8
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