Wealth Management Advisor

US Bank; Stevens Point (WI); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Parental Leave

401(k)

Paid Vacation

Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for high-net-worth clients.

You will work with the Wealth Management Team to deliver tailored portfolio construction, risk management, and insurance solutions based on clients' unique goals. The role requires securities and insurance licenses, strong client relationship skills, and the ability to present investment strategies with a holistic planning approach.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years in financial sales, preferably with affluent clients.
• FINRA Series 7/63/65/66 licenses and state insurance license.

Responsibilities

• Lead investment planning and advisory for clients.
• Partner with AMG to deliver investment strategies and portfolio construction.
• Advise clients and tailor goals-based portfolios.

Skills

Financial sales experience

Client relationship management

Communication skills

FINRA licenses

Insurance license

Education

Bachelor's degree or equivalent

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.

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 Series 7, 63, 65 or 66 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 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

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
• Review our full benefits available by employment status here .

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. Learn more about the E-Verify program .

This role receives an annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FI