Wealth Management Advisor: Grow Your Practice

US Bank; Oak Lawn (IL); Presencial; USD 65.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Adoption assistance

Sick leave

Descripción de la vacante

U.S. Bank Wealth Management is seeking an advisor to lead investment planning and insurance services for affluent clients.

You’ll leverage a collaborative team, multiple product capabilities, and open architecture to grow your practice and deliver a comprehensive client experience. Responsibilities include collecting client information, recommending suitable products, delivering market insights, and coordinating with other bank channels.

Formación

• Bachelor's degree or equivalent work experience.
• 3-5 years of experience in a financial sales position, preferably with affluent clients.
• FINRA Series 7 and 66 or Series 7 and 63/65 with applicable state insurance license.
• Strong knowledge of financial planning, asset allocation and retirement planning.
• Excellent interpersonal, verbal and written communication skills.

Responsabilidades

• Meet with affluent clients to collect financial information and assess needs.
• Determine suitable financial products for clients’ circumstances.
• Facilitate strategies including portfolio management, trust administration, and insurance.
• Deliver market views, investment strategy, research, and due diligence.
• Construct portfolios providing tailored investment management and insurance services.
• Collaborate with other U.S. Bank channels as appropriate.

Herramientas

MoneyGuidePro

Salesforce

Seismic

Descripción del empleo

U.S. Bank Wealth Management is seeking an advisor to lead investment planning and insurance services for affluent clients.

You’ll leverage a collaborative team, multiple product capabilities, and open architecture to grow your practice and deliver a comprehensive client experience. Responsibilities include collecting client information, recommending suitable products, delivering market insights, and coordinating with other bank channels.