Brentwood, TN30+ days ago
An approachable and accessible leadership team that is dedicated to your success and career development • A rich product portfolio and open architecture so you can do what is best for your clients • A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients • Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently • All the resources of a Fortune 150 company with the personal feel of a smaller company • Marketing warm leads and qualified referrals from across the organization • Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools. In This Role You Will: • Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each clients unique needs • Determine which financial products are suitable for the clients unique circumstances • Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance • Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence • Portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation • Refer and partner with other financial services within other U.S. Bank channels, as appropriate.