U.S. Bancorp

1 week ago

Wealth Management Advisor-Douglas Square

✓ 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

Lead investment planning and advise clients and families by designing goals-based portfolios and delivering tailored investment management and insurance services. Facilitate portfolio management, trust administration, investment advisory, and insurance with the Wealth Management Team. Use U.S. Bank’s Asset Management Group capabilities and open architecture to provide economic and market views, manager/fund/security research, due diligence, and portfolio construction aligned to each client’s objectives.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Facilitate delivery of investment planning strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
•Partner with the Wealth Management Team to understand clients’ goals and objectives and construct appropriate goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group capabilities or open architecture as appropriate.
•Provide economic and market views, investment strategy, and manager/fund/security research and due diligence to support portfolio construction.
•Deliver tailored investment management and insurance services based on each client’s unique situation.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveAdoption AssistanceLife InsuranceLong-term Disability

Key Requirements

•Bachelor's degree, or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably with the affluent client segment.
•FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.
•Considerable knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Strong relationship management, sales, new business development, and analytical problem-solving skills.

Experience:Financial services

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical problem-solvingCommunication

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

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 week ago

Wealth Management Advisor-Douglas Square

✓ 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

•Facilitate delivery of investment planning strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
•Partner with the Wealth Management Team to understand clients’ goals and objectives and construct appropriate goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group capabilities or open architecture as appropriate.
•Provide economic and market views, investment strategy, and manager/fund/security research and due diligence to support portfolio construction.
•Deliver tailored investment management and insurance services based on each client’s unique situation.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveAdoption AssistanceLife InsuranceLong-term Disability

Key Requirements

•Bachelor's degree, or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably with the affluent client segment.
•FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.
•Considerable knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Strong relationship management, sales, new business development, and analytical problem-solving skills.

Experience:Financial services

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical problem-solvingCommunication

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

Tech Stack:Desktop planning tools

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