Wealth Management Advisor

U.S. Bank

Base: $65,000 - $80,200; bonus/equity: not specifi...
Financial sales experience
Investment planning expertise
Portfolio management skills
The Wealth Management Advisor position leads investment planning and insurance products on the Wealth Management Team

Job Summary

  • The Wealth Management Advisor position leads investment planning and insurance products on the Wealth Management Team.
  • WMAs partner with clients to construct goals-based investment portfolios tailored to their unique situations.
  • U.S. Bank offers a comprehensive benefits package designed to support the health and financial security of employees.

Matching Summary

The Wealth Management Advisor position leads investment planning and insurance products on the Wealth Management Team.

Salary

Base: $65,000 - $80,200; Bonus/Equity: Not specified; Benefits: Comprehensive healthcare and retirement plan

Skills & Requirements

Must-have

  • Financial sales experience
  • Investment planning expertise
  • Portfolio management skills

Nice-to-have

  • Strong relationship management skills
  • Excellent communication abilities
  • Analytical and problem-solving skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter