U.S. Bancorp

1 week 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

Provide investment planning and lead investment, insurance, and portfolio-related recommendations for clients on the Wealth Management Team. Partner with teams to understand client goals, construct goals-based portfolios, and advise using U.S. Bank Asset Management or open-architecture investments. Deliver economic and market views, research and due diligence, and tailored investment management and insurance services based on each client’s unique situation.

Location: Cincinnati

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 appropriate goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group or U.S. Bancorp Investment open architecture when appropriate.
•Provide economic and market views, investment strategy, research and due diligence, and 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 InsuranceDentalVisionLife Insurance401kRetirementPaid LeaveParental LeavePaid Holidays

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, including goals-based planning, asset allocation, retirement planning, and education funding.
•Ability to effectively present investment strategies and maintain a holistic approach to planning.

Experience:3-5 yearsFinancial servicesWealth managementPrivate bankingInsurance

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical skillsCommunication

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

1 week 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: Cincinnati

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 appropriate goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group or U.S. Bancorp Investment open architecture when appropriate.
•Provide economic and market views, investment strategy, research and due diligence, and 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 InsuranceDentalVisionLife Insurance401kRetirementPaid LeaveParental LeavePaid Holidays

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, including goals-based planning, asset allocation, retirement planning, and education funding.
•Ability to effectively present investment strategies and maintain a holistic approach to planning.

Experience:3-5 yearsFinancial servicesWealth managementPrivate bankingInsurance

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical skillsCommunication

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