U.S. Bancorp

1 week ago

Wealth Management Advisor-Mequon, WI

✓ 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 strategies as part of the Wealth Management Team. Build goals-based portfolios for clients and families by understanding objectives, performing manager/fund/security research and due diligence, and delivering tailored investment management and insurance services. Partner with the team to support portfolio management, trust administration, and investment advisory using U.S. Bank’s Asset Management Group and open architecture where appropriate.

Location: United States

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’ and families’ goals and objectives and construct goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group or open architecture to provide economic and market views.
•Conduct manager/fund/security research and due diligence to support portfolio construction.
•Present investment strategies effectively while maintaining a holistic, planning-focused approach.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor’s degree or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably serving the affluent client segment.
•FINRA Series 7, 63, 65 or 66 license, and an applicable state insurance license.
•Strong relationship management, sales, and new business development skills.
•Knowledge of financial planning (goals-based planning, asset allocation, retirement planning, education funding) and securities/insurance products.

Experience:3-5 yearsFinancial servicesWealth managementAffluent clients

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical thinkingCommunication

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 week ago

Wealth Management Advisor-Mequon, WI

✓ 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 delivery of wealth management strategies and capabilities, including portfolio management, trust administration, investment advisory, and insurance.
•Partner with the team to understand clients’ and families’ goals and objectives and construct goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group or open architecture to provide economic and market views.
•Conduct manager/fund/security research and due diligence to support portfolio construction.
•Present investment strategies effectively while maintaining a holistic, planning-focused approach.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor’s degree or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably serving the affluent client segment.
•FINRA Series 7, 63, 65 or 66 license, and an applicable state insurance license.
•Strong relationship management, sales, and new business development skills.
•Knowledge of financial planning (goals-based planning, asset allocation, retirement planning, education funding) and securities/insurance products.

Experience:3-5 yearsFinancial servicesWealth managementAffluent clients

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical thinkingCommunication

Licenses:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66State insurance license

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