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

Lead investment planning and deliver tailored portfolio management and insurance strategies for clients. Partner with the Wealth Management Team to understand clients’ goals, research managers/funds/securities, and construct goals-based portfolios using U.S. Bank’s Asset Management Group or open-architecture platforms. Advise clients using economic and market views while supporting trust administration and investment advisory services.

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’ goals and objectives and construct appropriate goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group or open architecture, including market/economic views and portfolio construction.
•Conduct manager/fund/security research and due diligence to support investment strategy recommendations.
•Maintain a holistic planning approach and present investment strategies to clients.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid 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 applicable state insurance license.
•Strong relationship management, sales, and new business development skills.
•Ability to effectively present investment strategies and communicate clearly, verbally and in writing.

Experience:3-5 yearsFinancial servicesWealth managementInvestment advisoryPrivate bankingInsurance

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical thinkingProblem-solving

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: 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’ goals and objectives and construct appropriate goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group or open architecture, including market/economic views and portfolio construction.
•Conduct manager/fund/security research and due diligence to support investment strategy recommendations.
•Maintain a holistic planning approach and present investment strategies to clients.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid 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 applicable state insurance license.
•Strong relationship management, sales, and new business development skills.
•Ability to effectively present investment strategies and communicate clearly, verbally and in writing.

Experience:3-5 yearsFinancial servicesWealth managementInvestment advisoryPrivate bankingInsurance

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical thinkingProblem-solving

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