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U.S. Bank · 16 hours ago

Wealth Management Advisor - Oak Lawn, IL

Oak Lawn, IL

Full-time

Onsite

Mid Level

$65K/yr - $78K/yr

3+ years exp

U.S. Bank is one of the largest and most respected financial institutions in the United States, dedicated to helping customers and communities thrive. The Wealth Management Advisor role involves meeting with affluent clients to assess their financial needs and deliver tailored investment and insurance strategies.

BankingFinancial ServicesInsuranceMortgageWealth Management

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

Qualification

FINRA Series 7FINRA Series 66Financial planningInvestment products knowledgeRelationship managementAnalytical skillsSales skillsSoftware proficiencyPresentation skillsCommunication skillsProblem-solving skills

Required

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

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