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Wealth Management Advisor
| Company | U.S. Bank |
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| Location | Cape Girardeau, MO, USA |
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| Salary | $65000 – $78000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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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 and 66 or, Series 7 and 63/65 combination and applicable state insurance license
Responsibilities
- Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs
- Determine which financial products are suitable for the client’s unique circumstances
- Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance
- Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence
- Portfolio construction resulting in tailored investment management and insurance services based upon a client’s unique situation
- Refer and partner with other financial services within other U.S. Bank channels, as appropriate
Preferred Qualifications
- Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding
- Extensive knowledge of the securities industry, including investment and insurance products and services
- Knowledge of private banking products and services, including credit processes and policies
- Strong presentation abilities
- 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
