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U.S. Bank · 2 days ago

Wealth Management Advisor

Independence, KY

Full-time

Onsite

Mid Level

$65K/yr - $80K/yr

3+ years exp

U.S. Bank is on a journey to help customers and businesses make better financial decisions. The Wealth Management Advisor (WMA) position leads investment planning and is responsible for delivering tailored investment management and insurance services to clients.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

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

Qualification

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Financial planningInvestment strategyRelationship managementAnalytical skillsSales skillsComputer software proficiencyCommunication skillsProblem-solving skillsInterpersonal 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, 63, 65 or 66 license, and applicable state insurance license

Preferred

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 Investments, investment and insurance products and services

Extensive knowledge of private banking products and services, including credit processes and policies

Ability to effectively present investment strategies to clients and maintains a holistic approach to planning

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