Wealth Management Advisor - St. Louis, MO

About the role

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.

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

• 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

Qualifications

• 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

• 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

Benefits

• 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

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

Not specified