Wealth Management Advisor, Nashville - Burkitt Commons, Tn

U.S. Bank

Nashville, TN, US
Base: $65,000 to $80,200 depending on state minimu...
Investment and insurance product expertise
Client financial needs assessment
Portfolio management and trust administration
U.S. Bank is committed to helping customers and communities make smarter financial decisions and grow successfully

Job Summary

  • U.S. Bank is committed to helping customers and communities make smarter financial decisions and grow successfully.
  • The Wealth Management Advisor role empowers you to grow your practice with a collaborative team, strong leadership, and a rich product portfolio.
  • Benefits include comprehensive healthcare, retirement plans, paid vacation, adoption assistance, and flexible family support programs.

Matching Summary

U.S. Bank is committed to helping customers and communities make smarter financial decisions and grow successfully.

Salary

Base: $65,000 to $80,200 depending on state minimum; Bonus/Equity: Incentives based on production; Benefits: Comprehensive total rewards including healthcare and retirement plans

Skills & Requirements

Must-have

  • Investment and insurance product expertise
  • Client financial needs assessment
  • Portfolio management and trust administration
  • Financial sales experience with affluent clients
  • Use of financial planning technology platforms

Nice-to-have

  • Collaborative team environment
  • Strong leadership support
  • Marketing warm leads and qualified referrals
  • Comprehensive client experience
  • Work/life balance and community involvement

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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