Financial Advisor - Palm Beach, FL

U.S. Bank•Palm Beach, FL

3d•$65,000 - $80,200

About The Position

The Financial Advisor is the investment, investment planning, and insurance products lead on the Wealth Management Team at U.S. Bank. The role serves affluent clients by learning about their financial situations, assessing their investment needs, and recommending suitable products and services. It works with colleagues and other U.S. Bank channels to deliver comprehensive wealth management strategies, including portfolio management, trust administration, investment advisory, and insurance. The advisor provides economic and market perspectives, investment strategies, research, and due diligence, and constructs tailored portfolios and services for clients. U.S. Bank describes a collaborative team structure, leadership and marketing support, prospecting opportunities, and technology platforms to help advisors serve clients and grow their practices. The position offers a base salary of $65,000 to $80,200, depending on the required state minimum, plus eligibility for production-based incentives.

Requirements

Bachelor’s degree or equivalent work experience.
Three to five years of experience in a financial sales position, preferably working with the affluent client segment.
FINRA Series 7 and 66 licenses, or Series 7 and 63/65 combination, and applicable state insurance license.

Nice To Haves

Extensive knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
Extensive knowledge of the securities industry, including investment and insurance products and services.
Knowledge of private banking products and services, including credit processes and policies.
Strong presentation abilities.
Strong relationship management, sales, and new business development skills.
Well-developed analytical and problem-solving skills.
Excellent interpersonal, verbal, and written communication skills.
Proficiency with various computer software programs, including recommended desktop planning tools and processes.

Responsibilities

Meet with affluent clients to collect financial information, conduct discovery, assess investment needs, and evaluate their individual circumstances.
Determine which financial products are suitable for each client’s circumstances.
Facilitate delivery of strategies and capabilities, including portfolio management, trust administration, investment advisory, and insurance.
Deliver economic and market views, investment strategies, manager, fund, and security research, and due diligence.
Construct portfolios and tailor investment management and insurance services to clients’ situations.
Refer clients to and partner with other financial services within U.S. Bank channels as appropriate.

Benefits

Flexible benefits and competitive compensation.
Family support, including adoption assistance, fertility solutions, and maternity/paternity leave.
Coaching and mentoring opportunities through Advisory Consulting Services and the training team.
Work/life balance and opportunities for volunteer time, employee groups, and community involvement.
Healthcare, including medical, dental, and vision coverage.
Basic term and optional term life insurance.
Short-term and long-term disability coverage.
Pregnancy disability and parental leave.
401(k) and employer-funded retirement plan.
Paid vacation of two to five weeks depending on salary grade and tenure.
Up to 11 paid holiday opportunities.
Adoption assistance.
Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Eligibility for incentives based on employee production under the applicable incentive plan.