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Job description
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
nJob Description
nAt 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, and have consistently been recognized as one of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.
nAt Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.
nThe Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.
nIn This Role You Will:
nnnMeet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs
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nnDetermine which financial products are suitable for the client's unique circumstances
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nnFacilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance
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nnDeliver economic and market views, investment strategy, manager/fund/security research, and due diligence
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nnPortfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation
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nnRefer and partner with other financial services within other U.S. Bank channels, as appropriate
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n nDiscover How You'll Thrive!
nnnAn approachable and accessible leadership team that is dedicated to your success and career development
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nnA rich product portfolio and open architecture so you can do what is best for your clients
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nnA collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients
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nnTechnology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently
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nnAll the resources of a Fortune 150 company with the personal feel of a smaller company
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nnMarketing warm leads and qualified referrals from across the organization
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nnCentralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools
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n nFor You:
nnnComprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave
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nnCoaching and mentoring opportunities through Advisory Consulting Services and our expansive training team
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nnWork in a collaborative environment with a high-performing team
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nnWork/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement
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n nBasic Qualifications
nnnBachelor's degree, or equivalent work experience
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nnThree to five years of experience in a financial sales position, preferably working with the affluent client segment
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nnFINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license
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n nPreferred Qualifications
nnnExtensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding
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nnExtensive knowledge of the securities industry, including investment and insurance products and services
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nnKnowledge of private banking products and services, including credit processes and policies
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nnStrong presentation abilities
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nnStrong relationship management, sales, and new business development skills
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nnWell-developed analytical and problem-solving skills
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nnExcellent interpersonal, verbal, and written communication skills
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nnProficient with various computer software programs including the ability to use recommended desktop planning tools and processes
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n nIf 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 ( .
nBenefits:
nOur approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
nnnHealthcare (medical, dental, vision)
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nnBasic term and optional term life insurance
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nnShort-term and long-term disability
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nnPregnancy disability and parental leave
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nn401(k) and employer-funded retirement plan
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nnPaid vacation (from two to five weeks depending on salary grade and tenure)
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nnUp to 11 paid holiday opportunities
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nnAdoption assistance
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nnSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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n nReview our full benefits available by employment status here ( .
nU.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.
nE-Verify
nU.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 ( .
nThis role receives an annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan.
nU.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
nApplicants 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.
nPosting may be closed earlier due to high volume of applicants.
Worksite address
brentwood, TN, 37027, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.