U.S. Bank Wealth Management Advisor - St. Joseph in Saint Joseph, Missouri
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.
The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.
In This Role You Will:
Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs
Determine which financial products are suitable for the client’s unique circumstances
Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance
Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence
Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation
Refer and partner with other financial services within other U.S. Bank channels, as appropriate
Discover How You’ll Thrive!
An approachable and accessible leadership team that is dedicated to your success and career development
A rich product portfolio and open architecture so you can do what is best for your clients
A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients
Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently
All the resources of a Fortune 150 company with the personal feel of a smaller company
Marketing warm leads and qualified referrals from across the organization
Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools
Learn more in our digital handbook
Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments
What Others Are Saying!
Fortune magazine recognized U.S. Bank as one of the 2022 World’s Most Admired Companies, naming it No. 1 in the Superregional Banks industry category for the 12th consecutive year.
Ranked 17th on “DiversityInc’s 2022 Top 50 Companies for Diversity”1 – May 2022
Named a 2022 Best Place to Work for LGBTQ Equality
Earned a perfect score of 100 on the 2022 Disability Equality Index® (DEI) and was named an American Association of People with Disabilities and Disability: “Best Place to Work for Disability Inclusion” for the fifth consecutive year
For the eighth consecutive year, U.S. Bank has been named one of the World’s Most Ethical Companies by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices
Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave
Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team
Work in a collaborative environment with a high-performing team
Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement
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 and 66 or, Series 7 and 63/65 combination and applicable state insurance license
Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding
Extensive knowledge of the securities industry, including investment and insurance products and services
Knowledge of private banking products and services, including credit processes and policies
Strong presentation abilities
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
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
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 careers.usbank.com .
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 (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) poster.
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 (https://careers.usbank.com/verification-of-eligibility-for-employment) .
Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.
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.