Wealth Management Advisor: Investment & Planning

Us Bank; Sioux Falls (SD); On-site; USD 65,000 - 80,200; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) with employer funding

Paid vacation up to 5 weeks

Sick and Safe Leave

Adoption assistance

Job summary

U.S. Bank is seeking a Wealth Management Advisor in Sioux Falls, South Dakota, responsible for leading investment planning and advising affluent clients. The role involves constructing tailored investment portfolios and delivering economic insights.

Applicants should have a Bachelor's degree, three to five years of financial sales experience, and relevant FINRA licenses. The position offers comprehensive benefits and an annual salary ranging from $65,000 to $80,200, along with incentives based on employee performance.

Qualifications

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

Responsibilities

• Facilitate the delivery of investment strategies and capabilities.
• Construct appropriate goals-based investment portfolios for clients.
• Advise clients using U.S. Bank's Asset Management Group.

Skills

Financial planning

Sales

Relationship management

Analytical skills

Communication skills

Education

Bachelor's degree or equivalent work experience

Tools

Various financial software

Job description

U.S. Bank is seeking a Wealth Management Advisor in Sioux Falls, South Dakota, responsible for leading investment planning and advising affluent clients. The role involves constructing tailored investment portfolios and delivering economic insights.

Applicants should have a Bachelor's degree, three to five years of financial sales experience, and relevant FINRA licenses. The position offers comprehensive benefits and an annual salary ranging from $65,000 to $80,200, along with incentives based on employee performance.