U.S. Bancorp

1 month ago

Wealth Management Advisor - Atlanta, GA

✓ 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 on a Wealth Management team by gathering financial information, assessing needs, and recommending suitable investment, investment planning, and insurance strategies. Deliver market and economic views, conduct research and due diligence, and construct tailored portfolios that combine portfolio management, trust administration, and investment advisory. Partner across U.S. Bank channels and use platforms like MoneyGuidePro, Salesforce, and Seismic to efficiently serve clients and grow your practice.

Location: Atlanta

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Meet with affluent clients to collect financial information, conduct discovery, assess investment needs, and evaluate unique circumstances.
•Select and recommend appropriate financial products based on each client’s situation.
•Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
•Deliver economic and market views along with investment strategy, research, and due diligence.
•Construct tailored portfolios and partner with other U.S. Bank channels as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

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 and 66 or Series 7 and 63/65 combination, plus an applicable state insurance license.
•Extensive knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Strong presentation and relationship management skills, including new business development and excellent communication.

Experience:3-5 yearsFinancial servicesWealth managementFinancial salesSecurities industryPrivate banking

Education:Bachelor's

Skills:PresentationRelationship managementNew business developmentAnalytical problem-solvingInterpersonal communication

Licenses:State insurance license

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

Tech Stack:MoneyGuideProSalesforceSeismicComputer software

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 month ago

Wealth Management Advisor - Atlanta, GA

✓ 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: Atlanta

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Meet with affluent clients to collect financial information, conduct discovery, assess investment needs, and evaluate unique circumstances.
•Select and recommend appropriate financial products based on each client’s situation.
•Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
•Deliver economic and market views along with investment strategy, research, and due diligence.
•Construct tailored portfolios and partner with other U.S. Bank channels as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

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 and 66 or Series 7 and 63/65 combination, plus an applicable state insurance license.
•Extensive knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Strong presentation and relationship management skills, including new business development and excellent communication.

Experience:3-5 yearsFinancial servicesWealth managementFinancial salesSecurities industryPrivate banking

Education:Bachelor's

Skills:PresentationRelationship managementNew business developmentAnalytical problem-solvingInterpersonal communication

Licenses:State insurance license

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

Tech Stack:MoneyGuideProSalesforceSeismicComputer software

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