Wealth Management Advisor

U.S. Bank • Stevens Point, WI

1d • $65,000 - $80,200

About The Position

The Wealth Management Advisor (WMA) serves as 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 WMA learns clients’ and families’ unique goals and objectives and constructs appropriate goals-based investment portfolios. The advisor uses U.S. Bank’s Asset Management Group or U.S. Bancorp Investments’ open architecture where appropriate to provide economic and market views, investment strategy, manager, fund, and security research and due diligence, and portfolio construction. These efforts support tailored investment management and insurance services based on each client’s circumstances.

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, investment products and services, 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 and maintain 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 the unique goals and objectives of clients and their families.
• Construct appropriate goals-based investment portfolios.
• Provide economic and market views, investment strategy, and manager, fund, and security research and due diligence.
• Develop portfolio construction and tailored investment management and insurance services based on clients’ unique situations.
• Present investment strategies to clients and maintain a holistic approach to planning.

Benefits

• Healthcare (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 (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 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