Wealth Management Advisor

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.

• 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
• 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

Demonstrates expertise in financial planning, investment strategies, and relationship management, with a strong focus on goals-based portfolio construction and client-centric solutions. Holds relevant licenses and possesses extensive knowledge of investment and insurance products tailored for affluent clients.

• FINRA Series 7 License
• FINRA Series 63 License
• FINRA Series 65 License
• Financial Planning
• Relationship Management

• Investment Strategy
• Portfolio Management
• Trust Administration
• Asset Allocation
• Retirement Planning
• Education Funding
• Securities Industry Knowledge
• Private Banking Products
• Credit Processes
• Analytical Skills

• Sales Skills
• New Business Development
• Interpersonal Skills
• Verbal Communication
• Written Communication

• State Insurance License

• Wealth Management
• Investment Advisory
• Insurance Products
• U.S. Bancorp Investments
• Affluent Client Segment

• Desktop Planning Tools
• Computer Software Programs