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.For You: 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.Basic Qualifications: 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.Preferred 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.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.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 employee's production under the applicable incentive plan.Equal Opportunity Employer Statement U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories.Background Check Information Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act, the San Francisco Fair Chance Ordinance, and the FDIA, as well as other regulatory requirements such as those related to FINRA, NMLS, Reg Z, Reg G, OFAC, and federal guidelines.#J-18808-Ljbffr
