U.S. Bancorp

2 months ago

Wealth Management Advisor

✓ 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 deliver investment and insurance solutions for clients and families. Build goals-based investment portfolios by partnering with the Wealth Management Team, using assets management capabilities or open-architecture investment options when appropriate. Provide market and economic views, conduct manager/fund/security research and due diligence, and recommend tailored investment management and insurance services aligned with clients’ objectives. Support portfolio management and trust administration activities while strengthening client relationships through advisory and new business development.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

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

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeaveHolidayAdoption Assistance

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 such as goals-based planning, asset allocation, retirement planning, and education funding.
•Strong relationship management, sales, new business development, and excellent interpersonal communication skills.

Experience:3-5 yearsFinancial services

Education:Bachelor's

Skills:Relationship managementAnalytical problem-solvingCommunicationSalesNew business development

Licenses:State insurance license

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

2 months ago

Wealth Management Advisor

✓ 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 investment planning and deliver portfolio management, trust administration, investment advisory, and insurance solutions for clients and families.
•Understand clients’ goals and objectives and construct appropriate goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group (AMG) or U.S. Bancorp Investment open architecture when appropriate.
•Provide economic and market views, including manager/fund/security research and due diligence to support portfolio construction.
•Partner with the Wealth Management Team to deliver tailored investment management and insurance services.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeaveHolidayAdoption Assistance

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 such as goals-based planning, asset allocation, retirement planning, and education funding.
•Strong relationship management, sales, new business development, and excellent interpersonal communication skills.

Experience:3-5 yearsFinancial services

Education:Bachelor's

Skills:Relationship managementAnalytical problem-solvingCommunicationSalesNew business development

Licenses:State insurance license

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

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