Wealth Management Advisor: Greenwich, CT

U.S. Bank•Greenwich, CT

8d•$65,000 - $80,200

About The Position

The Wealth Management 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 gathering financial information, conducting discovery, assessing investment needs, and identifying suitable financial products for each client’s circumstances. The advisor facilitates access to portfolio management, trust administration, investment advisory, and insurance capabilities; delivers economic and market perspectives, investment strategies, and research; and constructs tailored portfolios and services. The advisor also partners with other U.S. Bank financial services channels when appropriate. U.S. Bank describes a collaborative team structure, leadership support, a broad product portfolio, prospecting opportunities, technology platforms, marketing resources, and training and coaching as support for advisors. The position offers an annual base salary of $65,000 to $80,200, depending on the required state minimum, and 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, or Series 7 and a 63/65 combination, and an 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 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 individual client needs.
Determine which financial products are suitable for each client’s circumstances.
Facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies and capabilities.
Deliver economic and market views, investment strategies, and manager, fund, and security research and due diligence.
Construct portfolios and provide tailored investment management and insurance services based on clients’ individual situations.
Refer clients to and partner with other U.S. Bank financial services channels as appropriate.

Benefits

Comprehensive total rewards program with flexible benefits, competitive compensation, and family support.
Adoption assistance.
Fertility solutions.
Maternity and paternity leave.
Coaching and mentoring opportunities through Advisory Consulting Services and the training team.
Volunteer time, employee groups, and community involvement opportunities.
Healthcare coverage, including medical, dental, and vision.
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.
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.