U. S. Bank
WealthManagementAdvisor
Neural analysis suggests this role is
optimal for Mid candidates.
“Wealth Management Advisor at U. S. Bank. Skills: Investment planning, Financial sales, Client advisory. Facilitate delivery of strategies and capabilities. Manage portfolio management”
Industry & Context.
Analytical skills; Problem-solving skills
What They're Looking For.
Must Have
Bachelor's degree, Three to five years of experience in a financial sales position, FINRA Series 7, 63, 65 or 66 license, Applicable state insurance license
Nice to Have
Considerable knowledge in financial planning, Goals based planning, Asset allocation, Retirement planning, Education funding, Considerable knowledge of the securities industry, U. S. Bancorp Investments, Investment and insurance products and services, Extensive knowledge of private banking products and services, Credit processes and policies, Ability to effectively present investment strategies to clients, Maintains a holistic approach to planning, Relationship management skills, Sales skills, New business development skills, Well-developed analytical skills, Problem-solving skills, Proficient with various computer software programs, Ability to use recommended desktop planning tools and processes
What You'll Do.
Facilitate delivery of strategies and capabilities
Manage portfolio management
Manage trust administration
Manage investment advisory
Partner with team to assist clients
Gain understanding of client goals
Construct investment portfolios
Advise clients using Asset Management Group
Advise clients using U. S. Bancorp Investments
Deliver economic and market views
Deliver investment strategy
Deliver manager/fund/security research
Deliver due diligence
Deliver portfolio construction
Provide tailored investment management
Provide insurance services
How You'll Work.
Team & Collaboration
Partner with the team to assist clients and families
Communication Scope
Interpersonal skills; Verbal communication skills; Written communication skills; Present investment strategies
Full Job Description
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 a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. ## **_Job Description_** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating 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 gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. 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, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience \- Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding \- Considerable knowledge of the securities industry, including U.S. Bancorp Inve
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