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Wealth Management Advisor
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$68,000 a year
Full-time
- The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
- WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
- FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license
- Strong relationship management, sales and new business development skills
- Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work.
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