Wealth Management Advisor

Overview

• 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

• 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