Associate Wealth Management Advisor - Norfolk Main

U.S. Bancorp
Columbus
Workplace: OnsiteFull timeUSD 65,000 - 80,200 annuallyFunction: Finance & AccountingExperience: 2+ yearsEducation: bachelorsSkills: ["Analytical skills","Decision-making","Interpersonal communication","Verbal communication","Written communication"]

Serve as a developmental Financial Advisor at the Associate level, partnering with a senior advisor to consult with customers and prospects on financial goals, objectives, and current financial position. Perform due diligence for lower-segment clients to recommend suitable financial products, analyze securities industry and market factors, and deliver customized investment advice while complying with laws, regulations, and corporate policies. Participate in business development and promotional activities.

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

Associate Wealth Management Advisor - Norfolk Main

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

Job Summary

Serve as a developmental Financial Advisor at the Associate level, partnering with a senior advisor to consult with customers and prospects on financial goals, objectives, and current financial position. Perform due diligence for lower-segment clients to recommend suitable financial products, analyze securities industry and market factors, and deliver customized investment advice while complying with laws, regulations, and corporate policies. Participate in business development and promotional activities.
Location: Columbus
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Partner with a senior advisor to consult with existing and prospective customers to determine financial goals, objectives, and current financial position.
  • •Conduct due diligence on customers/prospects to recommend financial products aligned to their financial status, objectives, risk tolerance, and tax exposure.
  • •Develop expertise in the securities industry and markets to analyze and interpret investment objectives.
  • •Provide customized, individualized investment advice in compliance with applicable laws, regulations, and corporate policies.
  • •Engage in business development and promotional activities.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •At least two years of industry-related experience in a financial sales or wealth position.
  • •Ability to complete FINRA Series 7, 65 or 66 and state insurance licenses within the first 6 months of employment.
  • •Basic knowledge of the securities industry and markets.
  • •Strong analytical and decision-making skills to provide customized investment and financial planning advice.
Experience:2+ yearsFinancial salesWealth managementSecurities
Education:Bachelor's
Skills:Analytical skillsDecision-makingInterpersonal communicationVerbal communicationWritten communication
Licenses:FINRA Series 7FINRA Series 65FINRA Series 66State insurance licenses
Tech Stack:Microsoft Office

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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