Wealth Management Advisor - Uptown Phoenix
US Bank - Phoenix, AZ
posted 17 days ago
About the position
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.
Responsibilities
- Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs
- Determine which financial products are suitable for the client's unique circumstances
- Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance
- Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence
- Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation
- Refer and partner with other financial services within other U.S. Bank channels, as appropriate
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 or, Series 7 and 63/65 combination and applicable state insurance license
Nice-to-haves
- Extensive knowledge in financial planning, including but not limited to 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
- Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes
Benefits
- Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave
- Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team
- Work in a collaborative environment with a high-performing team
- Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from 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 worked, up to 80 hours per calendar year unless otherwise provided by law
