Wealth Management Advisor - St. Louis, MO

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 65,000 - 80,200 annuallyFunction: SalesExperience: 3-5 yearsEducation: bachelorsSkills: ["Relationship management","Sales","New business development","Analytical and problem-solving","Interpersonal communication"]

Lead investment planning and deliver tailored wealth management solutions for clients on the Wealth Management Team. Facilitate portfolio management, trust administration, investment advisory, and insurance services by partnering with internal teams to understand client goals. Provide economic and market views, perform manager/fund/security research and due diligence, and construct goals-based portfolios using U.S. Bank’s Asset Management Group or open-architecture investment options.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
6 hours ago

Wealth Management Advisor - St. Louis, MO

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live
Reposted: similar role first listed 4 weeks ago

Job Summary

Lead investment planning and deliver tailored wealth management solutions for clients on the Wealth Management Team. Facilitate portfolio management, trust administration, investment advisory, and insurance services by partnering with internal teams to understand client goals. Provide economic and market views, perform manager/fund/security research and due diligence, and construct goals-based portfolios using U.S. Bank’s Asset Management Group or open-architecture investment options.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Facilitate delivery of wealth management strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
  • •Partner with the team to understand clients’ unique goals and objectives and construct appropriate goals-based investment portfolios.
  • •Advise clients using U.S. Bank Asset Management Group (AMG) or open-architecture where appropriate.
  • •Develop economic and market views, including investment strategy and manager/fund/security research and due diligence.
  • •Provide 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 InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeaveParental LeavePaid Holiday

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.
  • •Ability to effectively present investment strategies to clients and maintain a holistic planning approach.
Experience:3-5 years
Education:Bachelor's
Skills:Relationship managementSalesNew business developmentAnalytical and problem-solvingInterpersonal communication
Licenses:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

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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