Wealth Management Financial Advisor
- U.S. Bank
- WI, CA, AR, MO, IN, OH, KY, NC, TN, IL, MN, ND, SD, NE, IA, KS, TX, CO, NM, ID, NV, UT, WY, WA, OR
- Base Salary Plus Incentive
- Closing date
- Mar 25, 2023
- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Experience Level
- CFP® Certification
*Opportunities available in several locations across the United States*
The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.
In This Role You Will:
Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs
Determine which financial products are suitable for the client’s unique circumstances
Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance
Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence
Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation
Refer and partner with other financial services within other U.S. Bank channels, as appropriate
Discover How You’ll Thrive!
An approachable and accessible leadership team that is dedicated to your success and career development
A rich product portfolio and open architecture so you can do what is best for your clients
A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients
Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently
All the resources of a Fortune 150 company with the personal feel of a smaller company
Marketing warm leads and qualified referrals from across the organization
Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools
Learn more in our digital handbook
Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments
What Others Are Saying!
Fortune magazine recognized U.S. Bank as one of the 2022 World’s Most Admired Companies, naming it No. 1 in the Superregional Banks industry category for the 12th consecutive year.
Ranked 17th on “DiversityInc’s 2022 Top 50 Companies for Diversity”1 – May 2022
Named a 2022 Best Place to Work for LGBTQ Equality
Earned a perfect score of 100 on the 2022 Disability Equality Index® (DEI) and was named an American Association of People with Disabilities and Disability: “Best Place to Work for Disability Inclusion” for the fifth consecutive year
For the eighth consecutive year, U.S. Bank has been named one of the World’s Most Ethical Companies by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices
Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave
Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team
Work in a collaborative environment with a high-performing team
Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement
Bachelor's degree, or equivalent work experience
Three to five years of experience in a financial sales position, preferably working with the affluent client segment
FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license
Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding
Extensive knowledge of the securities industry, including investment and insurance products and services
Knowledge of private banking products and services, including credit processes and policies
Strong presentation abilities
Strong relationship management, sales, and new business development skills
Well-developed analytical and problem-solving skills
Excellent interpersonal, verbal, and written communication skills
Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes
- U.S. Bancorp is the parent company of U.S. Bank National Association, the fifth-largest commercial bank in the United States headquartered in Minneapolis.
- We support our customers through a diversified mix of businesses: retail, business, wealth management, payment, commercial and corporate, and investment services.
- Our team of more than 70,000 employees serves millions of customers at more than 2,000 bank branches in 26 states, as well as in corporate locations across the country and around the world.
- Our business lines generate $23 billion in annual revenue, and our strategic position within our industry allowed us to reach $559 billion in assets.
Wealth Management from U.S. Bank and U.S. Bancorp Investments offers comprehensive wealth management services to individuals and families across a wide range of wealth levels. Clients have access to the expertise of U.S. Bank, which provides banking, trust, planning and investments, as well as the resources of U.S. Bancorp Investments which delivers planning, investment, insurance and brokerage services. Together we offer an integrated wealth management approach focused on the unique needs of our clients.
Our company continues to be recognized for our ethical and inclusive culture, management quality, social responsibility, digital capabilities and more. Notable recent honors include being named one of the 2022 World’s Most Ethical Companies® by the Ethisphere® Institute, the eighth consecutive year we’ve been honored; our U.S. Bank Mobile App being rated best for customer service by Business Insider Intelligence; and being honored with a spot on the 2022 DiversityInc Top 50 Companies for Diversity.
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