Wealth Management Advisor

Jobtailor; Meridian (ID); On-site; USD 90,000 - 150,000; Full time

Job summary

U.S. Bank Wealth Management seeks an investment planning leader on the Wealth Management Team to guide clients toward tailored financial goals. You will deliver portfolio management, trust administration, and investment advisory services, using the bank’s open architecture for appropriate products.

Build tailored portfolios and present market insights to support holistic planning. Successful candidates bring strong relationship skills, sales experience in affluent segments, and a thorough grasp

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
• Considerable knowledge in financial planning, including 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 maintain 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 recommended desktop planning tools and processes
• Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

Responsibilities

• Serve as the investment planning and investment and insurance products lead on the Wealth Management Team
• Facilitate delivery of portfolio management, trust administration, investment advisory and insurance strategies and capabilities
• Partner with the team to understand clients’ and families’ unique goals and objectives
• Construct appropriate goals-based investment portfolios
• Advise clients using U.S. Bank's Asset Management Group or U.S. Bancorp Investment's open architecture where appropriate
• Deliver economic and market views, investment strategy, manager/fund/security research and due diligence
• Provide portfolio construction resulting in tailored investment management and insurance services

Skills

Goals-Based Planning

Asset Allocation

Retirement Planning

Education Funding

Securities Industry Knowledge

Investment Products

Insurance Products

Credit Processes

Analytical Skills

Problem-Solving Skills

Education

Bachelor's degree

Tools

Desktop Planning Tools

Computer Software Programs

Job description

• Serve as the investment planning and investment and insurance products lead on the Wealth Management Team
• Facilitate delivery of portfolio management, trust administration, investment advisory and insurance strategies and capabilities
• Partner with the team to understand clients’ and families’ unique goals and objectives
• Construct appropriate goals-based investment portfolios
• Advise clients using U.S. Bank's Asset Management Group or U.S. Bancorp Investment's open architecture where appropriate
• Deliver economic and market views, investment strategy, manager/fund/security research and due diligence
• Provide portfolio construction resulting in tailored investment management and insurance services

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 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 maintain 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 recommended desktop planning tools and processes
• Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

Core Competencies

Demonstrates expertise in financial planning, investment strategies, and relationship management, with a strong focus on delivering tailored investment and insurance solutions to affluent clients. Proficient in portfolio construction and knowledgeable in private banking products and services.

Highest-signal resume keywords

• Financial Planning
• Investment Strategy
• Relationship Management
• FINRA Series 7 License
• Portfolio Construction

ATS Optimization Keywords

Hard Skills

• Goals-Based Planning
• Asset Allocation
• Retirement Planning
• Education Funding
• Securities Industry Knowledge
• Investment Products
• Insurance Products
• Credit Processes
• Analytical Skills
• Problem-Solving Skills

Soft Skills

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

Certifications & Qualifications

• FINRA Series 63 License
• FINRA Series 65 License
• FINRA Series 66 License
• State Insurance License

Industry Keywords

• Wealth Management
• Portfolio Management
• Trust Administration
• Investment Advisory
• U.S. Bancorp Investments
• Private Banking

Tools & Technologies

• Desktop Planning Tools
• Computer Software Programs