Wealth Management Advisor - Farmington, Mo

U.S. Bank

Farmington, MO, US
Base: $65,000 - $80,200; bonus/equity: not specifi...
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Experience with affluent clients
Investment planning and insurance products
Portfolio management skills
** U.S. Bank is seeking a Wealth Management Advisor in Farmington, MO, to assist affluent clients with financial planning and investment management. Ideal candidates should have relevant financial sales experience and requisite licenses, with a focus on providing tailored investment solutions. **

Job Summary

  • At U.S. Bank, we're passionate about helping customers and the communities where we live and work.
  • The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.
  • Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments.

Matching Summary

Match Score: 75

** U.S. Bank is seeking a Wealth Management Advisor in Farmington, MO, to assist affluent clients with financial planning and investment management. Ideal candidates should have relevant financial sales experience and requisite licenses, with a focus on providing tailored investment solutions. **

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 and insurance products
  • Portfolio management skills

Nice-to-have

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

Key Requirements

  • Bachelor's degree or equivalent work experience
  • Three to five years in financial sales
  • FINRA Series 7 and 66 or 63/65

Work Rights

Not specified

Tailored Resume

Cover Letter