Wealth Management Advisor

U.S. Bancorp
Ohio
Workplace: OnsiteFull timeUSD 65,000 - 80,200 annuallyFunction: SalesExperience: 3-5 yearsEducation: bachelorsSkills: ["Relationship management","Sales","New business development","Analytical thinking","Communication"]

Lead investment planning and deliver wealth management strategies across portfolio management, trust administration, investment advisory, and insurance. Partner with the Wealth Management Team to understand client goals and construct goals-based investment portfolios using U.S. Bank Asset Management Group or open-architecture solutions. Provide economic and market views, perform manager/fund/security research and due diligence, and deliver tailored investment management and insurance services.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Wealth Management Advisor

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 3 weeks ago

Job Summary

Lead investment planning and deliver wealth management strategies across portfolio management, trust administration, investment advisory, and insurance. Partner with the Wealth Management Team to understand client goals and construct goals-based investment portfolios using U.S. Bank Asset Management Group or open-architecture solutions. Provide economic and market views, perform manager/fund/security research and due diligence, and deliver tailored investment management and insurance services.
Location: Ohio
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’ goals and objectives and construct goals-based investment portfolios.
  • •Advise clients using U.S. Bank Asset Management Group or open architecture to deliver tailored investment management and insurance services.
  • •Provide economic and market views, investment strategy, and manager/fund/security research and due diligence.
  • •Deliver portfolio construction aligned to each client’s unique situation and holistic planning approach.

Pay and Benefits

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

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.
  • •FINRA Series 7, 63, 65 or 66 license, and an applicable state insurance license.
  • •Strong knowledge of financial planning (goals-based planning, asset allocation, retirement planning, and education funding).
  • •Ability to present investment strategies and maintain a holistic, relationship-driven approach to planning.
Experience:3-5 years
Education:Bachelor's
Skills:Relationship managementSalesNew business developmentAnalytical thinkingCommunication
Certifications: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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