Wealth Management Advisor

Jobtailor; Des Moines (IA); On-site; USD 85,000 - 150,000; Full time

Job summary

U.S. Bank Wealth Management seeks a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team. You will partner with colleagues to translate clients’ goals into tailored, goals-based portfolios and strategies.

You will use AMG or open architecture to advise, conduct due diligence, and construct portfolios tailored to affluent clients with a holistic planning approach. Strong communication and relationship skills are essential.

Qualifications

• Bachelor's degree or equivalent work experience.
• Three to five years of experience in a financial sales position.
• FINRA licenses: Series 7, 63, 65 or 66 and applicable state insurance license.
• Knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
• Knowledge of securities industry and private banking products and services.

Responsibilities

• Lead investment planning and investment and insurance product leadership on the Wealth Management Team.
• Facilitate delivery of strategies and capabilities including portfolio management, trust administration, and investment advisory.
• Advise clients using AMG or open architecture to deliver research, due diligence, and portfolio construction.
• Build tailored investment management and insurance solutions based on a client’s goals and situation.

Skills

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

Financial Planning

Relationship Management

Sales Skills

New Business Development

Interpersonal Skills

Verbal Communication

Written Communication

Education

Bachelor's degree or equivalent

Tools

Desktop Planning Tools

Financial Planning Software

Job description

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team.
The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios.
WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.

Requirements

• 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
• Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding
• Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services
• Extensive knowledge of private banking products and services, including credit processes and policies
• Ability to effectively present investment strategies to clients and maintains a holistic approach to planning
• Strong relationship management, sales and new business development skills
• Well-developed analytical and problem-solving skills
• Excellent interpersonal, verbal and written communication skills
• Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

Core Competencies

Demonstrates expertise in financial planning, investment strategies, and relationship management, with a strong focus on goals-based portfolio construction and client-centric solutions. Holds relevant licenses and possesses extensive knowledge of investment and insurance products tailored for affluent clients.

Highest-signal resume keywords

• FINRA Series 7 License
• FINRA Series 63 License
• FINRA Series 65 License
• Financial Planning
• Relationship Management

Hard Skills

• Investment Strategy
• Portfolio Management
• Trust Administration
• Asset Allocation
• Retirement Planning
• Education Funding
• Securities Industry Knowledge
• Private Banking Products
• Credit Processes
• Analytical Skills

Soft Skills

• Sales Skills
• New Business Development
• Interpersonal Skills
• Verbal Communication
• Written Communication

Certifications & Qualifications

• State Insurance License

Industry Keywords

• Wealth Management
• Investment Advisory
• Insurance Products
• U.S. Bancorp Investments
• Affluent Client Segment

Tools & Technologies

• Desktop Planning Tools
• Computer Software Programs