Affluent Wealth Advisor

US Bank; Town of Farmington (WI); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

Retirement plan

Vacation & holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management professional to meet with affluent clients, gather financial information, assess investment needs, and tailor strategies. You will determine suitable products and coordinate services including portfolio management, trust administration, and insurance to meet client goals.

Role requires strong relationship management, sales experience, and knowledge of wealth planning, with access to a broad product suite and support from a Fortune 150 company.

Qualifications

• Bachelor's degree or equivalent work experience.
• FINRA Series 7 and 66 or Series 7 and 63/65 with insurance license.
• Experience in financial sales, preferably with affluent clients.

Responsibilities

• Meet with affluent clients to collect information and assess needs.
• Determine suitable financial products for clients' circumstances.
• Facilitate strategies including portfolio management and insurance.
• Deliver market views, investment strategy, and due diligence.
• Construct portfolios and refer to other bank channels as appropriate.
• Collaborate with a broad team to serve clients comprehensively.

Skills

Relationship management

Sales

New business development

Analytical

Problem solving

Communication skills

Software proficiency

Education

Bachelor's degree

Tools

MoneyGuidePro

Salesforce

Seismic

Job description

U.S. Bank is seeking a Wealth Management professional to meet with affluent clients, gather financial information, assess investment needs, and tailor strategies. You will determine suitable products and coordinate services including portfolio management, trust administration, and insurance to meet client goals.

Role requires strong relationship management, sales experience, and knowledge of wealth planning, with access to a broad product suite and support from a Fortune 150 company.