Job Information
U.S. Bank Wealth Management Advisor - Omaha, NE in Omaha, Nebraska
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. 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.
Job Description
The Wealth Management Advisor (WMA) position 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 and insurance strategies. 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.
Basic Qualifications
Bachelor's degree, or equivalent work experience
At least two 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
Preferred Skills/Experience
Thorough knowledge of the securities industry and markets
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
Benefits:
Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers at https://www.usbank.com/careers/index.html .
EEO is the Law
Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law at https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf poster.
E-Verify
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. Learn more about the E-Verify program at https://www.usbank.com/careers/verification-of-eligibility-for-employment.html .
Our 74,000 employees work across departments to help our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world turn their dreams into reality. Our employees are empowered to create change and drive our future, and we pride ourselves on diligently and ethically upholding U.S. Bank’s best-in-class financial record and legacy of more than 150 years in banking. Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work.