Financial Advisor - Edina, MN

About the role

At U.S. Bank, we are passionate about helping customers and the communities we serve. The fifth-largest bank in the United States, we are one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies.

Responsibilities

• 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

Requirements

• Meet the minimum requirements for the state in which you intend to practice
• Have three to five years of experience in a financial sales position, preferably working with the affluent client segment
• Hold FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

Qualifications

• Bachelor's degree, or equivalent work experience
• 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

Skills

• Financial planning and investment management
• Insurance products and services
• Private banking products and services
• Portfolio management and construction
• Client relationship management
• Investment advisory

Benefits

• Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support
• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

An annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

Schedule

Full-time position.