U. S. Bank
Financial Services
WealthManagementAdvisor
“Wealth Management Advisor at U. S. Bank. Skills: Financial planning, Investment products, Insurance products, Client relationship management. Meet with affluent clients. Collect financial information”
Industry & Context.
Analytical skills; Problem-solving skills
What They're Looking For.
Must Have
Bachelor's degree, or equivalent work experience, Three to five years of experience in a financial sales position, FINRA Series 7 and 66 or, Series 7 and 63/65 combination, Applicable state insurance license
Nice to Have
Extensive knowledge in financial planning, Extensive knowledge of the securities industry, Knowledge of private banking products and services, Presentation abilities, Relationship management skills, Sales skills, New business development skills, Well-developed analytical skills, Well-developed problem-solving skills, Excellent interpersonal skills, Excellent verbal communication skills, Excellent written communication skills, Proficient with various computer software programs, Ability to use recommended desktop planning tools and processes
What You'll Do.
Meet with affluent clients
Collect financial information
Assess investment needs
Evaluate client needs
Determine suitable financial products
Facilitate strategy delivery
Deliver economic and market views
Deliver investment strategy
Conduct manager/fund/security research
Conduct due diligence
Portfolio construction
Provide investment management
Provide insurance services
Refer and partner with other financial services
How You'll Work.
Team & Collaboration
Collaborative team structure; Partner with other financial services within other U. S. Bank channels
Communication Scope
Interpersonal skills; Verbal communication skills; Written communication skills
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