Wealth Management Advisor - Uptown Phoenix

U.S. Bank

Phoenix, Arizona, US
Base: $65,000 - $80,200; bonus/equity: eligibility...
Meet with affluent clients
Assess investment needs
Determine suitable financial products
At Wealth Management from U.S. Bank, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience

Job Summary

  • At Wealth Management from U.S. Bank, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
  • The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.
  • Discover How You’ll Thrive! An approachable and accessible leadership team that is dedicated to your success and career development.

Matching Summary

At Wealth Management from U.S. Bank, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.

Salary

Base: $65,000 - $80,200; Bonus/Equity: Eligibility for incentives based on production; Benefits: Comprehensive Total Rewards Program

Skills & Requirements

Must-have

  • Meet with affluent clients
  • Assess investment needs
  • Determine suitable financial products
  • Deliver economic and market views
  • Portfolio construction
  • Partner with other financial services

Nice-to-have

  • Approachable and accessible leadership
  • Collaborative team structure
  • Pursue passions and community involvement

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter