Wealth Management Advisor- Idaho Cherry Lane

U.S. Bancorp
United States
Full timeUSD 65,000 - 80,200 annuallyFunction: Capital Markets, Trading & QuantExperience: 3-5 yearsEducation: bachelorsSkills: ["Relationship management","Sales","New business development","Analytical and problem-solving","Communication"]

Serve as the investment planning lead for clients on the Wealth Management Team, guiding tailored investment management and insurance solutions. Build goals-based portfolios by partnering to understand client goals, applying economic and market views, and performing due diligence on managers/funds/securities. Advise clients using U.S. Bank asset management resources and open-architecture options, with a focus on portfolio construction, trust administration, and ongoing relationship support.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Wealth Management Advisor- Idaho Cherry Lane

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Last checked: 9 hours agoStatus: Live

Job Summary

Serve as the investment planning lead for clients on the Wealth Management Team, guiding tailored investment management and insurance solutions. Build goals-based portfolios by partnering to understand client goals, applying economic and market views, and performing due diligence on managers/funds/securities. Advise clients using U.S. Bank asset management resources and open-architecture options, with a focus on portfolio construction, trust administration, and ongoing relationship support.
Location: United States
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Facilitate delivery of wealth management strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
  • •Understand clients’ unique goals and objectives and construct tailored, goals-based investment portfolios.
  • •Advise clients using U.S. Bank Asset Management Group (AMG) or U.S. Bancorp Investment open architecture, as appropriate.
  • •Provide economic and market views and support portfolio construction through manager/fund/security research and due diligence.
  • •Partner with the Wealth Management Team to help clients and families receive tailored investment management and insurance services.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceRetirement

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Three to five years of experience in a financial sales position, preferably with the affluent client segment.
  • •Hold FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.
  • •Ability to present investment strategies to clients and maintain a holistic approach to planning.
  • •Proficiency with desktop planning tools and recommended computer software programs.
Experience:3-5 yearsFinancial servicesWealth managementPrivate bankingSecurities
Education:Bachelor's
Skills:Relationship managementSalesNew business developmentAnalytical and problem-solvingCommunication
Licenses:Applicable state insurance license
Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66
Tech Stack:Desktop planning tools

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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