Wealth Management Advisor-oshkosh, Wi

U.S. Bank

Oshkosh, WI, USA
Base: $65,000 - $80,200; bonus/equity: not specifi...
Experience with affluent clients
Investment planning expertise
Strong relationship management skills
At U.S. Bank, we’re on a journey to help customers make better financial decisions

Job Summary

  • At U.S. Bank, we’re on a journey to help customers make better financial decisions.
  • The Wealth Management Advisor position leads investment planning and insurance products.
  • You will work in a collaborative environment with a high-performing team.

Matching Summary

At U.S. Bank, we’re on a journey to help customers make better financial decisions.

Salary

Base: $65,000 - $80,200; Bonus/Equity: Not specified; Benefits: Comprehensive Total Rewards Program

Skills & Requirements

Must-have

  • Experience with affluent clients
  • Investment planning expertise
  • Strong relationship management skills

Nice-to-have

  • Collaborative team environment
  • Excellent communication skills
  • Analytical and problem-solving abilities

Key Requirements

  • Bachelor's degree or equivalent experience
  • Three to five years in financial sales
  • FINRA Series 7 and 66 or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter