Holistic Wealth Advisor

U.S. Bank; Saint Paul (MN); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Paid vacation

401(k)

Job summary

The Wealth Management Advisor (WMA) at U.S. Bank leads investment planning, portfolio construction and insurance services on the Wealth Management Team. You will tailor goals-based investment portfolios and advise clients to help them reach their financial objectives.

You will collaborate with the Asset Management Group or open architecture to deliver market views, research and solutions, while using strong relationship management and communication skills.

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

Responsibilities

• Investment planning, portfolio management, trust administration, investment advisory and insurance.
• Construct goals-based investment portfolios tailored to each client's unique situation.
• Advise clients using AMG or U.S. Bancorp Investment's open architecture to deliver research and investment solutions.

Skills

Relationship management

Sales skills

Communication skills

Analytical thinking

Education

Bachelor's degree or equivalent

Tools

Desktop planning tools

Financial planning software

Job description

The Wealth Management Advisor (WMA) at U.S. Bank leads investment planning, portfolio construction and insurance services on the Wealth Management Team. You will tailor goals-based investment portfolios and advise clients to help them reach their financial objectives.

You will collaborate with the Asset Management Group or open architecture to deliver market views, research and solutions, while using strong relationship management and communication skills.