Wealth Management Advisor

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 clients’ and families’ unique goals and objectives Construct appropriate goals-based investment portfolios Advise clients using U.S. Bank's Asset Management Group or U.S. Bancorp Investment's open architecture where appropriate Deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction Provide tailored investment management and insurance services based on each client's unique situation 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, 63, 65 or 66 license, and applicable state insurance license Considerable knowledge in 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 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 Proficient with various computer software programs, including recommended desktop planning tools and processes Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies Core Competencies Demonstrates expertise in financial planning, investment management, and insurance services tailored to affluent clients, with a strong focus on goals-based portfolio construction and relationship management. Proficient in presenting investment strategies and maintaining compliance with industry regulations and ethical standards. Highest-signal resume keywords FINRA Series 7 License FINRA Series 63 License FINRA Series 65 License Financial Planning Investment Management ATS Optimization Keywords Hard Skills Goals-Based Planning Asset Allocation Retirement Planning Education Funding Portfolio Construction Securities Industry Knowledge Private Banking Products Credit Processes Investment Strategy Due Diligence Soft Skills Relationship Management Sales Skills New Business Development Analytical Skills Problem-Solving Skills Interpersonal Skills Verbal Communication Written Communication Certifications & Qualifications State Insurance License Industry Keywords Wealth Management Investment Products Insurance Products U.S. Bancorp Investments Portfolio Management Trust Administration Investment Advisory Tools & Technologies Desktop Planning Tools Computer Software Programs #J-18808-Ljbffr Jobtailor