Wealth Management Advisor

U.s. Bancorp; Seattle (WA); On-site; USD 65,000 - 65,500; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Disability insurance

Parental leave

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies for clients, building tailored goals-based portfolios. You will work with AMG or U.S. Bancorp Investment’s open architecture to deliver research, strategy, and portfolio construction.

Required are a bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus state insurance license. Seattle location with base salary in the mid-$60k range plus incentives.

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 Series7,63,65 or66 license, and applicable state insurance license.

Responsibilities

• Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
• 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.
• Advise clients using U.S. Bank’s Asset Management Group (AMG) or U.S. Bancorp Investment’s open architecture 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.

Skills

Relationship management

Sales

Education

Bachelor's degree

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

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.

Responsibilities

• Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
• 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.
• Advise clients using U.S. Bank’s Asset Management Group (AMG) or U.S. Bancorp Investment’s open architecture 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.

Basic 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 Series7,63,65 or66 license, and applicable state insurance license.

Preferred Skills/Experience

• 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 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 the ability to use recommended desktop planning tools and processes.

Benefits

• Healthcare (medical, dental, vision).
• Basic term and optional term life insurance.
• Short-term and long-term disability.
• Pregnancy disability and parental leave.
• 401(k) and employer-funded retirement plan.
• Paid vacation (from two to five weeks depending on salary grade and tenure).
• Up to 11 paid holiday opportunities.
• Adoption assistance.
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law.

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

Salary

This role receives an annual base salary between $65,000 and $65,500 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.