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Wealth Management Advisor

US Bank Bloomington Full-Time
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The WMA is responsible for facilitating the delivery ofstrategies and capabilities including portfolio management, trustadministration, investment advisory and insurance. WMAs assist clients andfamilies by gaining a thorough understanding of their unique goals andobjectives and constructing appropriate goals based investment and insurancestrategies. WMAs advise clients using U.S. Bank's Asset Management Group (AMG)or U.S. Bancorp Investment's open architecture where appropriate, to deliver economicand market views, investment strategy, manager/fund/security research and duediligence, and portfolio construction resulting in tailored investmentmanagement and insurance services based upon a client's unique situation.


  • BasicQualifications

    • Bachelor's degree, or equivalent work experience
    • Two to five years of experience in a financial sales position,preferably working with Affluent and High Net Worth clients

    • FINRA Series 7, 63, 65 or 66 licenses, and applicable stateinsurance license

       
  • PreferredSkills/Experience

    • Expert knowledge in financial planning, including but notlimited to goals based planning, asset allocation, retirement planning, andeducation funding

    • Expert knowledge of the securities industry, including U.S.Bancorp Investments, investment and insurance products and services

    • Ability to effectively present investment strategies to clientsand maintain a holistic approach to planning

    • Strong relationship management, sales and new businessdevelopment skills

    • Well-developed analytical and problem-solving skills
    • Excellent interpersonal, verbal and written communication skills
    • Proficient with various computer software programs including theability to use recommended desktop planning tools and processes


Job:  Investments / Insurance
Primary Location:  IL-IL-Bloomington
Other Locations:  IL-IL-Springfield, IL-IL-Normal, IL-IL-Charleston, IL-IL-Mattoon
Shift:  1st - Daytime
Travel:  
Average Hours Per Week:  40
 

Skills required

Series 7 General Securities Representative License (Stockbroker)
Underwriting
Financial Industry Regulatory Authorities
Wealth Management
Investments
Annuities
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Job ID: 190014222

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