Wealth Management Advisor - Glen Ellyn, Il

U.S. Bank

Glen Ellyn, IL, US
Base: $65,000 - $80,200; bonus/equity: not specifi...
Not specified (assumed hybrid or on-site based on the nature of the role)
Experience with affluent clients
Portfolio management skills
Knowledge of investment products
U.S. Bank is seeking a Wealth Management Advisor in Glen Ellyn, IL, to support affluent clients with investment planning and financial services. The role emphasizes collaboration, client relationship management, and a comprehensive approach to wealth management, supported by a strong leadership team and extensive resources

Job Summary

  • U.S. Bank is committed to helping customers and communities thrive.
  • The Wealth Management Advisor role focuses on tailored investment management and insurance services.
  • Comprehensive benefits and a supportive leadership team enhance career development.

Matching Summary

Match Score: 85

U.S. Bank is seeking a Wealth Management Advisor in Glen Ellyn, IL, to support affluent clients with investment planning and financial services. The role emphasizes collaboration, client relationship management, and a comprehensive approach to wealth management, supported by a strong leadership team and extensive resources.

Salary

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

Skills & Requirements

Must-have

  • Experience with affluent clients
  • Portfolio management skills
  • Knowledge of investment products

Nice-to-have

  • Strong relationship management skills
  • Excellent communication abilities
  • Collaborative team environment

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