Wealth Management Advisor
U.S. Bank
Tennessee, US
5d ago

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions.

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

The (WMA) is the investment planning and investment and insurance products lead on the Private Client Group 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 in business, accounting, economics or finance, or equivalent work experience
  • Three or more years of experience in a financial sales position
  • NASD Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills / Experience
  • Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures
  • Demonstrated sales and marketing abilities
  • Strong analytical skills to assess client needs
  • Proficient computer skills, especially Microsoft Office applications
  • Ability to manage multiple tasks / projects and deadlines simultaneously
  • Well-developed analytical and problem-solving skills
  • Excellent interpersonal, verbal and written communication skills
  • Apply
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