Wealth Management Advisor - Wisconsin

Wealth Management Advisor – Wisconsin

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Wisconsin, United States

The Wealth Management Advisor (WMA) is the investment planning and insurance product lead on the Wealth Management Team. The WMA facilitates the delivery of portfolio management, trust administration, investment advisory and insurance services. 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. The WMA advises clients using U.S. Bank’s Asset Management Group (AMG) or U.S. Bancorp Investment’s open‑architecture platform where appropriate, delivering economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction to produce tailored investment management and insurance services.

• 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 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 maintain 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

• Healthcare (medical, dental, vision)
• Basic term 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 (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law

Annual base salary between $65,000 and $78,000, depending on the required state minimum, plus incentives based on performance under the applicable incentive plan.

Employment type:

Full‑time. Seniority level:
Mid‑Senior level.

Job function:
Finance and Sales. Industries:
Banking.

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 U.S. Department of Homeland Security E‑Verify program in all facilities located in the United States and certain U.S. territories. The E‑Verify program is an Internet‑based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.