U.S. Bank Wealth Management Advisor in PORTLAND, Oregon
The Wealth Management Advisor (WMA) is the investment planning and investment and insurance products lead in the local market. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs 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 Investments' 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 in business, accounting, economics or finance, or equivalent work experience
Three or more years of experience in a financial sales position
NASD Series 7, 63, 65 or 66 license, and applicable state insurance license
Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures
Demonstrated sales and marketing abilities
Strong analytical skills to assess client needs
Proficient computer skills, especially Microsoft Office applications
Ability to manage multiple tasks/projects and deadlines simultaneously
Well-developed analytical and problem-solving skills
Excellent interpersonal, verbal and written communication skills
Job: Investments / Insurance
Primary Location: Oregon-OR-Portland
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 180034636
U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.