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Wealth Management Advisor

US Bank Shakopee Full-Time
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The Wealth Management Advisor (WMA) is responsible for delivering the overall client experience, including retention of a client portfolio and development of prospects. Works with a U.S. Bank Wealth Management Banker (WMB) as a team to build strong relationships with clients through gaining an understanding of clients’ unique financial goals. As a team, develops and implements financial plans for clients with regular plan reviews with clients. Builds strong relationships with partners and the branch. Incumbent has the ability to effectively present investment strategies to clients and maintains a holistic approach to planning. Proven communication skills which enable translation of complex financial topics into clear client communication. Must have 2-5 years industry related experience in a financial sales position, preferably working with Private Client Group clients. Bachelors’ Degree or equivalent experience is required.  Must possess FINRA Series 7, 63, 65 or 66 and state insurance licenses.

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Two to five years of experience in a financial sales position, preferably working with Private Client Group clients
- FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license

Preferred Skills/Experience
- Expert knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding
- Expert knowledge of the securities industry, including U.S. Bancorp Investments, 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 and maintains 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
- Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes
Job:  Investments / Insurance
Primary Location:  Minnesota-MN-Shakopee
Other Locations:  
Shift:  1st - Daytime
Travel:  
Average Hours Per Week:  40
 

Recommended skills

Retirement Planning
Wealth Management
Investments
Securities (Finance)
Banking
Insurance

Location

CareerBuilder Estimated Salary

Based on Job Title, Location and Skills
$86K
Below Avg. Average Above Avg.
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Job ID: 190000130

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