Wealth Management Advisor - Atlanta, GA

Overview

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you opportunities to discover what makes you thrive at every stage of your career.

We are uniquely positioned for growth in Wealth Management from U.S. Bank and U.S. Bancorp Investments. With a collaborative team structure, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor is the investment, investment planning, and insurance products lead on the Wealth Management Team.

• Meet with affluent clients to collect financial information, conduct 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

• An approachable and accessible leadership team focused on your success and career development
• A rich product portfolio and open architecture to best serve clients
• A collaborative team structure that provides complementary expertise and support
• Technology platforms to help you service clients efficiently (Money Guide Pro , Salesforce, Seismic, and more)
• All the resources of a Fortune 150 company with a personal feel
• Marketing warm leads and qualified referrals
• Centralized marketing support and sales enablement tools

• Basic Qualifications
• Bachelor’s degree, or equivalent work experience
• Three to five years of experience in a financial sales position, preferably with the affluent client segment
• FINRA Series 7 and 66 or Series 7 and 63/65 combination and applicable state insurance license

• Preferred Qualifications
• Extensive knowledge in financial planning (goals-based planning, asset allocation, retirement planning, 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 desktop planning tools and related software

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Our benefits and total rewards consider team members’ whole selves. Benefits include:

• Healthcare (medical, dental, vision)
• Basic and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (two to five weeks depending on salary grade and tenure)
• Up to 11 paid holidays
• Adoption assistance
• Sick and Safe Leave accruals

Review full benefits available by employment status on request.

U.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 E-Verify program where applicable. Background checks and other regulatory requirements may apply depending on role and location.