Wealth Management Advisor - Grimes And Waukee

U.S. Bank

Grimes, Iowa, USA
Base: $65,000 - $80,200; bonus/equity: eligibility...
Not specified
Goals-based investment portfolios
Deliver economic and market views
Investment strategy and research
U.S. Bank is seeking a Wealth Management Advisor in Grimes and Waukee, Iowa, to lead investment planning and provide tailored financial strategies to affluent clients. The role requires strong financial sales experience and relevant licenses, with a focus on holistic financial planning and relationship management

Job Summary

  • 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.
  • 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 Grimes and Waukee, Iowa, to lead investment planning and provide tailored financial strategies to affluent clients. The role requires strong financial sales experience and relevant licenses, with a focus on holistic financial planning and relationship management.

Salary

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

Skills & Requirements

Must-have

  • Goals-based investment portfolios
  • Deliver economic and market views
  • Investment strategy and research
  • Tailored investment management
  • Insurance services

Nice-to-have

  • Holistic approach to planning
  • Strong relationship management
  • New business development skills
  • Proficient with desktop planning tools

Key Requirements

  • Bachelor's degree or equivalent work experience
  • Three to five years of financial sales experience
  • FINRA Series 7, 63, 65 or 66 license
  • Applicable state insurance license

Work Rights

Not specified

Tailored Resume

Cover Letter