U.S. Bancorp

1 week ago

Financial Advisor - Edina, MN

✓ 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

Serve affluent clients by collecting financial information, discovering investment needs, and recommending suitable investment planning and insurance products. Deliver market and economic views, investment strategy, and research to support due diligence and manager/fund/security decisions. Construct tailored portfolios with portfolio management, trust administration, and investment advisory, while partnering with other U.S. Bank channels. Use MoneyGuidePro, Salesforce, and Seismic to drive efficient client service.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Meet with affluent clients to gather financial information, conduct discovery, assess investment needs, and evaluate unique circumstances.
•Recommend suitable financial products and facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies.
•Provide economic and market views, investment strategy, manager/fund/security research, and due diligence.
•Construct tailored portfolios with investment management and insurance services aligned to each client's unique situation.
•Refer and partner with other U.S. Bank financial services channels as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveAdoption AssistanceLife InsuranceDisability

Key Requirements

•Bachelor's degree, or equivalent work experience.
•Three to five years of experience in a financial sales position, preferably serving the affluent client segment.
•FINRA Series 7 and 66, or Series 7 and 63/65 combination, plus an applicable state insurance license.
•Strong knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Knowledge of securities industry products and services, with strong relationship management, sales, and new business development skills.

Experience:3-5 yearsFinancial servicesWealth managementSecuritiesInsurance

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical and problem-solvingCommunication

Licenses:State insurance license

Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65

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

Financial Advisor - Edina, MN

✓ 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 gather financial information, conduct discovery, assess investment needs, and evaluate unique circumstances.
•Recommend suitable financial products and facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies.
•Provide economic and market views, investment strategy, manager/fund/security research, and due diligence.
•Construct tailored portfolios with investment management and insurance services aligned to each client's unique situation.
•Refer and partner with other U.S. Bank financial services channels as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveAdoption AssistanceLife InsuranceDisability

Key Requirements

•Bachelor's degree, or equivalent work experience.
•Three to five years of experience in a financial sales position, preferably serving the affluent client segment.
•FINRA Series 7 and 66, or Series 7 and 63/65 combination, plus an applicable state insurance license.
•Strong knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Knowledge of securities industry products and services, with strong relationship management, sales, and new business development skills.

Experience:3-5 yearsFinancial servicesWealth managementSecuritiesInsurance

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical and problem-solvingCommunication

Licenses:State insurance license

Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65

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