Wealth Management Advisor: Grow Client Wealth with Expert Support

U.S. Bank; Greenwich (CT); Presencial; USD 65 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Resumo da oferta

U.S. Bank is seeking a Wealth Management Advisor to lead investment, planning, and insurance services for affluent clients. You will collaborate across a rich product portfolio and leverage open architecture to deliver tailored wealth solutions.

Expect growth opportunities within a Fortune 150 company and strong support, marketing resources, and a client-centric team. The role emphasizes discovery, strategy delivery, and ongoing client relationships.

Qualificações

• Bachelor's degree or equivalent work experience.
• Three to five years of experience in a financial sales position, preferably with affluent clients.
• FINRA Series 7 and 66 or Series 7 and 63/65 plus applicable state insurance license.

Responsabilidades

• Meet with affluent clients to collect financial information and assess investment needs.
• Determine suitable financial products for clients' circumstances.
• Facilitate delivery of strategies including portfolio management, trust administration, investment advisory, and insurance.
• Deliver market views, investment strategy, and due diligence.
• Portfolio construction for tailored investment management and insurance services.
• Refer and partner with other financial services within U.S. Bank channels.

Conhecimentos

Financial sales

Interpersonal skills

Presentation skills

Relationship management

Formação académica

Bachelor's degree or equivalent experience

Ferramentas

MoneyGuidePro

Salesforce

Seismic

Descrição da oferta de emprego

U.S. Bank is seeking a Wealth Management Advisor to lead investment, planning, and insurance services for affluent clients. You will collaborate across a rich product portfolio and leverage open architecture to deliver tailored wealth solutions.

Expect growth opportunities within a Fortune 150 company and strong support, marketing resources, and a client-centric team. The role emphasizes discovery, strategy delivery, and ongoing client relationships.