Wealth Advisor: Grow Client Portfolios & Strategy

U.S. Bank; Farmington (MO); On-site; USD 65,000 - 80,200; Full time

Benefits offered by this job

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Employee assistance programs

Work/life balance initiatives

Job summary

A major financial institution in Farmington, Missouri is seeking a skilled financial professional to join their Wealth Management team. You will work closely with affluent clients to assess their investment needs, provide tailored portfolio management, and facilitate comprehensive financial strategies. Successful candidates will have a bachelor's degree, a proven track record in financial sales, and necessary licensing. This role offers a collaborative environment with extensive support for your career development and competitive compensation.

Qualifications

• 3-5 years experience in financial sales, particularly with affluent clients.
• FINRA Series 7 and 66 or equivalent licenses required.

Responsibilities

• Collect financial information and assess investment needs of affluent clients.
• Facilitate delivery of portfolio management and insurance strategies.
• Construct tailored investment management services for clients.

Skills

Financial sales experience

Relationship management

Analytical skills

Presentation abilities

Problem-solving skills

Education

Bachelor's degree or equivalent experience

Tools

MoneyGuidePro

Salesforce

Seismic

Job description

A major financial institution in Farmington, Missouri is seeking a skilled financial professional to join their Wealth Management team. You will work closely with affluent clients to assess their investment needs, provide tailored portfolio management, and facilitate comprehensive financial strategies. Successful candidates will have a bachelor's degree, a proven track record in financial sales, and necessary licensing. This role offers a collaborative environment with extensive support for your career development and competitive compensation.