Wealth Management Advisor

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

Facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance
Partnering with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives
Constructing appropriate goals-based investment portfolios
Advising clients using U.S. Bank’s Asset Management Group (AMG) or U.S. Bancorp Investment’s open architecture
Delivering economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services

Considerable knowledge in financial planning, including but not limited to 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 maintains 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 the ability to use recommended desktop planning tools and processes