Wealth Management Advisor- NV-Green Valley Henderson

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

Lead investment planning and deliver investment and insurance strategies for clients on the Wealth Management Team. Partner with the team to understand client goals, construct goals-based portfolios, and advise using U.S. Bank Asset Management Group (AMG) or U.S. Bancorp Investment open architecture, including investment strategy, research/due diligence, and portfolio construction. Help clients and families with tailored investment management and insurance services aligned to their unique situation.

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

Wealth Management Advisor- NV-Green Valley Henderson

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

Job Summary

Lead investment planning and deliver investment and insurance strategies for clients on the Wealth Management Team. Partner with the team to understand client goals, construct goals-based portfolios, and advise using U.S. Bank Asset Management Group (AMG) or U.S. Bancorp Investment open architecture, including investment strategy, research/due diligence, and portfolio construction. Help clients and families with tailored investment management and insurance services aligned to their unique situation.
Location: Nevada, Las Vegas
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
  • •Build goals-based investment portfolios by gaining a thorough understanding of clients’ goals and objectives.
  • •Advise clients using U.S. Bank Asset Management Group (AMG) or U.S. Bancorp Investment open architecture, including market views, investment strategy, and due diligence.
  • •Conduct manager/fund/security research and apply it to portfolio construction for tailored investment management and insurance services.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceDentalVision401kPaid Leave

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, 63, 65 or 66 license, and applicable state insurance license.
  • •Strong knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
  • •Ability to present investment strategies to clients with a holistic planning approach.
Experience:3-5 yearsFinancial salesWealth managementPrivate banking
Education:Bachelor's
Skills:Relationship managementSalesNew business developmentAnalytical thinkingCommunication
Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

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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