Wealth Management Advisor-perryville

U.S. Bank

Perryville, Unknown, US
Base: $65,000 - $80,200; bonus/equity: eligibility...
Not specified
Investment planning and products lead
Deliver strategies and capabilities
Partner with team to assist clients
U.S. Bank is seeking a Wealth Management Advisor in Perryville who will lead investment planning and insurance product delivery to affluent clients. The ideal candidate should have a background in financial sales and hold relevant licenses, with strong skills in relationship management and financial planning

Job Summary

  • The Wealth Management Advisor 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.
  • Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work.

Matching Summary

Match Score: 85

U.S. Bank is seeking a Wealth Management Advisor in Perryville who will lead investment planning and insurance product delivery to affluent clients. The ideal candidate should have a background in financial sales and hold relevant licenses, with strong skills in relationship management and financial planning.

Salary

Base: $65,000 - $80,200; Bonus/Equity: Eligibility for incentives based on production; Benefits: Healthcare, insurance, disability, 401(k), paid vacation, holidays, adoption assistance, sick leave

Skills & Requirements

Must-have

  • Investment planning and products lead
  • Deliver strategies and capabilities
  • Partner with team to assist clients
  • Goals-based investment portfolios
  • Financial sales experience

Nice-to-have

  • Holistic approach to planning
  • Relationship management skills
  • New business development skills
  • Analytical and problem-solving skills
  • Interpersonal communication skills

Key Requirements

  • Bachelor's degree or equivalent work experience
  • 3-5 years financial sales experience
  • FINRA Series 7, 63, 65 or 66 license
  • Applicable state insurance license

Work Rights

Not specified

Tailored Resume

Cover Letter