Wealth Management Advisor-Miamisburg,OH

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

Advise affluent clients and families by leading investment planning and pairing investment and insurance products to their goals. Facilitate delivery of strategies including portfolio management, trust administration, investment advisory, and insurance. Use U.S. Bank’s Asset Management Group and open-architecture solutions to provide market and economic views, research and due diligence, and tailored portfolio construction that supports long-term financial success.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Wealth Management Advisor-Miamisburg,OH

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Advise affluent clients and families by leading investment planning and pairing investment and insurance products to their goals. Facilitate delivery of strategies including portfolio management, trust administration, investment advisory, and insurance. Use U.S. Bank’s Asset Management Group and open-architecture solutions to provide market and economic views, research and due diligence, and tailored portfolio construction that supports long-term financial success.
Location: Ohio
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Lead investment planning and investment/insurance products for clients on the Wealth Management Team.
  • •Facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies.
  • •Partner with clients and families to understand goals and objectives and construct goals-based investment portfolios.
  • •Advise using U.S. Bank Asset Management Group or open architecture as appropriate, delivering economic and market views.
  • •Provide investment strategy, manager/fund/security research and due diligence to tailor investment management and insurance services.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeaveParental LeaveAdoption Assistance

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •3-5 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.
  • •Knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
  • •Strong relationship management, sales, new business development, and analytical/problem-solving skills.
Experience:3-5 years
Skills:Relationship managementSalesNew business developmentAnalytical/problem-solvingCommunication
Licenses:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66State insurance license

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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