Wealth Management Advisor-Mequon, WI

U.S. Bancorp
Wisconsin
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 tailored investment and insurance services for clients and families. Build goals-based investment portfolios using U.S. Bank’s Asset Management Group and open-architecture investments, while conducting manager/fund/security research and due diligence. Partner with the Wealth Management Team to present economic and market views, advise on financial planning needs, and support trust administration, portfolio management, and insurance solutions.

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

Wealth Management Advisor-Mequon, WI

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Lead investment planning and deliver tailored investment and insurance services for clients and families. Build goals-based investment portfolios using U.S. Bank’s Asset Management Group and open-architecture investments, while conducting manager/fund/security research and due diligence. Partner with the Wealth Management Team to present economic and market views, advise on financial planning needs, and support trust administration, portfolio management, and insurance solutions.
Location: Wisconsin
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.
  • •Work with clients and families to understand goals and construct goals-based investment portfolios.
  • •Advise clients using U.S. Bank Asset Management Group (AMG) or open-architecture investments as appropriate.
  • •Deliver economic and market views and lead manager/fund/security research and due diligence for portfolio construction.
  • •Present investment strategies and maintain a holistic approach to planning while partnering with the Wealth Management Team.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Bachelor’s degree (or equivalent work experience).
  • •3 to 5 years of experience in a financial sales position, preferably with the affluent client segment.
  • •FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.
  • •Strong knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
  • •Strong relationship management, sales/new business development skills, with excellent communication and analytical/problem-solving ability.
Experience:3-5 yearsFinancial servicesWealth management
Education:Bachelor's
Skills:Relationship managementSalesNew business developmentAnalytical thinkingCommunication
Licenses:Applicable 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
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Glassdoor: 3.8
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