Wealth Advisor: Private Client Planning & Growth

US Bank; Glen Ellyn (IL); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Wealth Management is seeking a Wealth Management Advisor to lead investment planning and insurance discussions with affluent clients in Illinois.

You will gather financial information, assess needs, and recommend suitable strategies, including portfolio management and trust administration. Join a Fortune 150 company offering comprehensive benefits, robust training, and a collaborative environment.

Qualifications

• Three to five years of experience in a financial sales position, preferably working with the affluent client segment.
• FINRA Series 7 and 66 or Series 7 and 63/65 combination and applicable state insurance license.
• Bachelor's degree, or equivalent work experience.

Responsibilities

• Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs.
• Determine which financial products are suitable for the client’s unique circumstances.
• Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
• Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence.
• Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.

Skills

Financial sales experience

FINRA Series 7/66 or 7/63/65

State insurance license

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Wealth Management is seeking a Wealth Management Advisor to lead investment planning and insurance discussions with affluent clients in Illinois.

You will gather financial information, assess needs, and recommend suitable strategies, including portfolio management and trust administration. Join a Fortune 150 company offering comprehensive benefits, robust training, and a collaborative environment.