Wealth Management Advisor: Greenwich, CT

Job DescriptionAt U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.In This Role You Will:Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needsDetermine which financial products are suitable for the client's unique circumstancesFacilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insuranceDeliver economic and market views, investment strategy, manager/fund/security research, and due diligencePortfolio construction resulting in tailored investment management and insurance services based upon a client's unique situationRefer and partner with other financial services within other U.S. Bank channels, as appropriateDiscover How You'll Thrive!An approachable and accessible leadership team that is dedicated to your success and career developmentA rich product portfolio and open architecture so you can do what is best for your clientsA collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clientsTechnology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficientlyAll the resources of a Fortune 150 company with the personal feel of a smaller companyMarketing warm leads and qualified referrals from across the organizationCentralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement toolsFor You:Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leaveCoaching and mentoring opportunities through Advisory Consulting Services and our expansive training teamWork in a collaborative environment with a high-performing teamWork/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvementBasic Qualifications:Bachelor's degree, or equivalent work experienceThree to five years of experience in a financial sales position, preferably working with the affluent client segmentFINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance licensePreferred Qualifications:Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education fundingExtensive knowledge of the securities industry, including investment and insurance products and servicesKnowledge of private banking products and services, including credit processes and policiesStrong presentation abilitiesStrong relationship management, sales, and new business development skillsWell-developed analytical and problem-solving skillsExcellent interpersonal, verbal, and written communication skillsProficient with various computer software programs including the ability to use recommended desktop planning tools and processesBenefits:Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.This role receives an annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan.U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.Posting may be closed earlier due to high volume of applicants.