U.S. Bancorp

1 day ago

Associate Wealth Management Advisor - Duluth, MN

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Develop as a wealth management financial advisor, partnering with a senior advisor to help existing and prospective customers define goals and evaluate financial positions. Perform due diligence on clients’ situations to recommend investment and financial products aligned to objectives, risk tolerance, and tax exposure. Build expertise in securities markets while providing compliant, customized investment advice and participating in business development and promotional activities.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Under the guidance of a senior advisor, consult with customers and prospects to determine financial goals, objectives, and current financial position.
•Conduct due diligence on clients’/prospects’ financial situations and recommend financial products aligned to status, objectives, risk tolerance, and tax exposure.
•Analyze and interpret investment objectives in the context of securities industry and market factors to provide customized investment advice.
•Provide investment and financial planning advice while complying 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 InsuranceDentalVision401kLife InsurancePaid LeaveRetirementParental LeaveDisability InsuranceAdoption Assistance

Key Requirements

•Bachelor’s degree or equivalent work experience.
•At least two years of industry-related experience in financial sales or a wealth position.
•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.
•Effective interpersonal, verbal, and written communication skills, with analytical and decision-making ability for customized investment and financial planning advice.

Experience:2+ yearsFinancial servicesWealth management

Education:Bachelor's

Skills:CommunicationInterpersonal skillsAnalytical thinkingDecision-making

Licenses:State insurance licenses

Certifications:FINRA Series 7FINRA Series 65FINRA Series 66

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 day ago

Associate Wealth Management Advisor - Duluth, MN

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Under the guidance of a senior advisor, consult with customers and prospects to determine financial goals, objectives, and current financial position.
•Conduct due diligence on clients’/prospects’ financial situations and recommend financial products aligned to status, objectives, risk tolerance, and tax exposure.
•Analyze and interpret investment objectives in the context of securities industry and market factors to provide customized investment advice.
•Provide investment and financial planning advice while complying 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 InsuranceDentalVision401kLife InsurancePaid LeaveRetirementParental LeaveDisability InsuranceAdoption Assistance

Key Requirements

•Bachelor’s degree or equivalent work experience.
•At least two years of industry-related experience in financial sales or a wealth position.
•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.
•Effective interpersonal, verbal, and written communication skills, with analytical and decision-making ability for customized investment and financial planning advice.

Experience:2+ yearsFinancial servicesWealth management

Education:Bachelor's

Skills:CommunicationInterpersonal skillsAnalytical thinkingDecision-making

Licenses:State insurance licenses

Certifications:FINRA Series 7FINRA Series 65FINRA Series 66

Tech Stack:Microsoft Office

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