Overview At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you opportunities to discover what makes you thrive at every stage of your career.Job Description We are uniquely positioned for growth in Wealth Management from U.S. Bank and U.S. Bancorp Investments. With a collaborative team structure, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor 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 discovery, assess investment needs, and evaluate each client's unique needsDetermine which financial products are suitable for the client's unique circumstancesFacilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insuranceDeliver economic and market views, investment strategy, manager/fund/security research, and due diligencePortfolio construction resulting in tailored investment management and insurance services based upon a client's unique situationRefer and partner with other financial services within other U.S. Bank channels, as appropriateThrive With Us An approachable and accessible leadership team focused on your success and career developmentA rich product portfolio and open architecture to best serve clientsA collaborative team structure that provides complementary expertise and supportTechnology platforms to help you service clients efficiently (MoneyGuidePro, Salesforce, Seismic, and more)All the resources of a Fortune 150 company with a personal feelMarketing warm leads and qualified referralsCentralized marketing support and sales enablement toolsQualifications Basic QualificationsBachelor's degree, or equivalent work experienceThree to five years of experience in a financial sales position, preferably with the affluent client segmentFINRA Series 7 and 66 or Series 7 and 63/65 combination and applicable state insurance licensePreferred QualificationsExtensive knowledge in financial planning (goals-based planning, asset allocation, retirement planning, education funding)Extensive knowledge of the securities industry, including investment and insurance products and servicesKnowledge of private banking products and services, including credit processes and policiesStrong presentation abilitiesStrong relationship management, sales, and new business development skillsWell-developed analytical and problem-solving skillsExcellent interpersonal, verbal, and written communication skillsProficient with desktop planning tools and related softwareDisability Accommodations If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.Benefits Our benefits and total rewards consider team members' whole selves. Benefits include:Healthcare (medical, dental, vision)Basic and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (two to five weeks depending on salary grade and tenure)Up to 11 paid holidaysAdoption assistanceSick and Safe Leave accrualsReview full benefits available by employment status on request.Equal Employment Opportunity 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.Regulatory and Compliance U.S. Bank participates in the E-Verify program where applicable. Background checks and other regulatory requirements may apply depending on role and location.#J-18808-Ljbffr
