Wealth Management Advisor

U.S. Bank • Stevens Point, WI

4h

About The Position

The Wealth Management Advisor (WMA) is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA facilitates delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. Working with the team, the advisor helps clients and families understand and pursue their unique goals by constructing appropriate goals-based investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group or U.S. Bancorp Investment's open architecture where appropriate, providing economic and market views, investment strategy, manager, fund and security research and due diligence, and portfolio construction. These services result in tailored investment management and insurance solutions based on each client's situation.

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 63, 65 or 66 license, and applicable state insurance license.

Nice To Haves

• Considerable knowledge of financial planning, including goals-based planning, asset allocation, retirement planning and education funding.
• Considerable knowledge of the securities industry, including U.S. Bancorp Investments and investment and insurance products and services.
• Extensive knowledge of private banking products and services, including credit processes and policies.
• Ability to effectively present investment strategies to clients while maintaining a holistic approach to planning.
• 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

• Lead investment planning and investment and insurance products on the Wealth Management Team.
• Facilitate delivery of portfolio management, trust administration, investment advisory and insurance strategies and capabilities.
• Partner with the team to understand clients' and families' goals and objectives and construct appropriate goals-based investment portfolios.
• Advise clients using U.S. Bank's Asset Management Group or U.S. Bancorp Investment's open architecture where appropriate.
• Provide economic and market views, investment strategy, manager, fund and security research and due diligence, and portfolio construction.
• Deliver tailored investment management and insurance services based on clients' individual situations.

Benefits

• Healthcare coverage, including medical, dental and 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 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level