Wealth Management Advisor-Sun City AZ

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 thinking","Communication"]

Lead wealth management investment planning and deliver tailored investment and insurance strategies for affluent clients and families. Build goals-based portfolios using U.S. Bank’s Asset Management Group or open architecture, conduct manager/fund/security research and due diligence, and partner with the team on trust administration and ongoing portfolio management. Present investment strategies and maintain a holistic, relationship-driven approach to financial planning, including asset allocation, retirement planning, and education funding.

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

Wealth Management Advisor-Sun City AZ

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live

Job Summary

Lead wealth management investment planning and deliver tailored investment and insurance strategies for affluent clients and families. Build goals-based portfolios using U.S. Bank’s Asset Management Group or open architecture, conduct manager/fund/security research and due diligence, and partner with the team on trust administration and ongoing portfolio management. Present investment strategies and maintain a holistic, relationship-driven approach to financial planning, including asset allocation, retirement planning, and education funding.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Facilitate delivery of wealth management strategies and capabilities, including portfolio management, trust administration, investment advisory, and insurance.
  • •Partner with clients and families to understand goals and objectives and construct goals-based investment portfolios.
  • •Advise clients using U.S. Bank Asset Management Group or open-architecture solutions as appropriate.
  • •Deliver economic and market views through investment strategy, manager/fund/security research, and due diligence.
  • •Present investment strategies and provide tailored investment management and insurance services based on each client’s situation.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeaveAdoption Assistance

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, plus applicable state insurance license.
  • •Knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
  • •Strong relationship management, sales, new business development, and analytical/problem-solving skills.
Experience:3-5 years
Education:Bachelor's
Skills:Relationship managementSalesNew business developmentAnalytical thinkingCommunication
Licenses:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66State insurance license

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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