Private Wealth Advisor

US Bank; Sarasota (FL); On-site; USD 85,000 - 140,000; Full time

Job summary

U.S. Bank is seeking a financial advisor to work with affluent clients, collect financial information, and assess investment needs. You will determine suitable products and coordinate portfolio management, trust administration, and insurance services.

You will deliver market views, conduct due diligence, and construct tailored investment strategies while collaborating with other bank channels. A strong background in wealth management and client service is essential.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of financial sales with affluent clients.
• FINRA Series 7 and 66 or Series 7/63/65 plus state insurance license.

Responsibilities

• Meet with affluent clients to collect financial information and assess needs.
• Determine suitable financial products for clients' circumstances.
• Facilitate strategies including portfolio management and insurance.
• Deliver market views, research, and due diligence.
• Construct portfolios tailored to each client's situation and goals.
• Refer to other financial services within U.S. Bank channels as appropriate.

Skills

Financial sales experience

Affluent client service

Presentation abilities

Relationship management

Communication skills

Team collaboration

Education

Bachelor's degree

FINRA Series 7 and 66 or Series 7/63/65

State insurance license

Tools

MoneyGuidePro

Salesforce

Seismic

Job description

U.S. Bank is seeking a financial advisor to work with affluent clients, collect financial information, and assess investment needs. You will determine suitable products and coordinate portfolio management, trust administration, and insurance services.

You will deliver market views, conduct due diligence, and construct tailored investment strategies while collaborating with other bank channels. A strong background in wealth management and client service is essential.