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U.S. Bank is Hiring a Private Wealth Advisor Near Mankato, MN
Job Description
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 partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. 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.
Basic Qualifications
- 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
by Jobble
Job Summary
Full Time
$89k-126k (estimate)
04/27/2024
05/13/2024
usbank.com
GRAND JUNCTION, CO
>50,000
1863
LINDA OTBERG
$10B - $50B
Banking
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About U.S. Bank
U.S. Bancorp, with nearly 70,000 employees and $554 billion in assets as of December 31, 2020, is the parent company of U.S. Bank National Association, the fifth-largest commercial bank in the United States. The Minneapolis-based bank blends its relationship teams, branches and ATM network with digital tools that allow customers to bank when, where and how they prefer. U.S. Bank is committed to serving its millions of retail, business, wealth management, payment, commercial, corporate, and investment customers across the country and around the world as a trusted and responsible financial partn ...
er. This commitment continues to earn a spot on the Ethisphere Institutes Worlds Most Ethical Companies list and puts U.S. Bank in the top 5% of global companies assessed on the CDP A List for climate change action. Visit usbank.com for more.
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The following is the career advancement route for Private Wealth Advisor positions, which can be used as a reference in future career path planning. As a Private Wealth Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Private Wealth Advisor. You can explore the career advancement for a Private Wealth Advisor below and select your interested title to get hiring information.
