U.S. Bancorp

1 week ago

Wealth Management Advisor - Farmington, MO

✓ 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

Build and grow relationships with affluent clients by gathering financial information, assessing investment needs, and recommending suitable investment, investment planning, trust administration, and insurance strategies. Deliver market and economic views, perform manager/fund/security research and due diligence, and construct tailored portfolios based on each client’s situation. Partner with other U.S. Bank channels to provide a comprehensive wealth management experience using tools such as MoneyGuidePro and Salesforce.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Meet with affluent clients to collect financial information, conduct discovery, and assess investment needs.
•Recommend suitable financial products and facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies.
•Provide economic and market views, investment strategy, and conduct manager/fund/security research and due diligence.
•Build tailored portfolios to deliver investment management and insurance services aligned to clients’ unique situations.
•Refer and partner with other U.S. Bank channels to provide additional financial services as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveParental LeaveAdoption AssistancePaid Holidays

Key Requirements

•Bachelor’s degree or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably with affluent clients.
•FINRA Series 7 and 66 (or Series 7 and 63/65 combination) and applicable state insurance license.
•Extensive knowledge of financial planning (goals-based planning, asset allocation, retirement planning, education funding).
•Strong relationship management, sales, and new business development skills.

Experience:3-5 yearsFinancial servicesWealth managementFinancial salesSecuritiesInsurance

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical thinkingCommunication

Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65State insurance license

Tech Stack:MoneyGuideProSalesforceSeismic

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 - Farmington, MO

✓ 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: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Meet with affluent clients to collect financial information, conduct discovery, and assess investment needs.
•Recommend suitable financial products and facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies.
•Provide economic and market views, investment strategy, and conduct manager/fund/security research and due diligence.
•Build tailored portfolios to deliver investment management and insurance services aligned to clients’ unique situations.
•Refer and partner with other U.S. Bank channels to provide additional financial services as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveParental LeaveAdoption AssistancePaid Holidays

Key Requirements

•Bachelor’s degree or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably with affluent clients.
•FINRA Series 7 and 66 (or Series 7 and 63/65 combination) and applicable state insurance license.
•Extensive knowledge of financial planning (goals-based planning, asset allocation, retirement planning, education funding).
•Strong relationship management, sales, and new business development skills.

Experience:3-5 yearsFinancial servicesWealth managementFinancial salesSecuritiesInsurance

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical thinkingCommunication

Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65State insurance license

Tech Stack:MoneyGuideProSalesforceSeismic

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