Wealth Management Advisor

About the role

The Wealth Management Advisor (WMA) serves as the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA facilitates the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance. WMAs partner with the team to assist clients and families by understanding their unique goals and objectives and constructing appropriate goals-based investment portfolios. Using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investments' open architecture, WMAs deliver economic and market views, investment strategy, manager/fund/security research, due diligence, and portfolio construction to provide tailored investment management and insurance services.

Responsibilities

• Facilitate delivery of wealth management strategies and capabilities, including portfolio management, trust administration, investment advisory, and insurance.
• Partner with the Wealth Management Team to understand clients' unique goals and construct goals-based investment portfolios.
• Advise clients using U.S. Bank’s Asset Management Group (AMG) or U.S. Bancorp Investments’ open architecture to deliver investment strategy, research, and portfolio construction.
• Present investment strategies to clients while maintaining a holistic approach to financial planning.
• Develop and maintain strong client relationships through effective relationship management, sales, and new business development.

Requirements

• 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, 63, 65, or 66 license, and applicable state insurance license.

Preferred Skills & Experience

• Considerable knowledge in financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
• Extensive knowledge of the securities industry, including U.S. Bancorp Investments, investment, and insurance products and services.
• Extensive knowledge of private banking products and services, including credit processes and policies.
• 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 recommended desktop planning tools and processes.

Benefits

• 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

This role receives an annual base salary between $65,000 and $80,200 depending on the required state minimum, plus eligibility for incentives based on production under the applicable incentive plan.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment and conducts background checks consistent with applicable laws.