U.S. Bancorp

1 week ago

Wealth Management Advisor- NV-Green Valley Henderson

✓ 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

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 week ago

Wealth Management Advisor- NV-Green Valley Henderson

✓ 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: 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

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