Wealth Management Advisor: Build Client Wealth

Us Bank; Brentwood (TN); On-site; USD 65,000 - 80,200; Full time

Benefits offered by this job

Healthcare benefits

401(k) plan

Paid vacation

Job summary

U.S. Bank is hiring a Wealth Management Advisor in Brentwood, TN, focused on investment products, client needs assessment, and financial planning. This position combines strong client interaction with comprehensive financial services to deliver exceptional experiences.

The ideal candidate will have a degree, 3-5 years in financial sales, and relevant licenses. Benefits include competitive salary, flexible benefits, and a supportive working environment.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 3-5 years in financial sales targeting affluent clients.
• FINRA Series 7 and 66 or Series 7 and 63/65 and applicable state license.

Responsibilities

• Meet affluent clients to assess financial needs.
• Determine suitable financial products for clients.
• Deliver investment strategies and economic insights.

Skills

Financial planning

Investment management

Client relationship management

Communication skills

Education

Bachelor's degree

Tools

MoneyGuidePro

Salesforce

Job description

U.S. Bank is hiring a Wealth Management Advisor in Brentwood, TN, focused on investment products, client needs assessment, and financial planning. This position combines strong client interaction with comprehensive financial services to deliver exceptional experiences.

The ideal candidate will have a degree, 3-5 years in financial sales, and relevant licenses. Benefits include competitive salary, flexible benefits, and a supportive working environment.