Wealth Management Advisor - Lake Tahoe / Incline Village
Company: U.S. Bank National Association
Location: Incline Village
Posted on: January 27, 2023
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Job Description:
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
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 For You: 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 Basic
Qualifications 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 Preferred Qualifications: 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. 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. 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
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. Salary range reflected is an
estimate of base pay and is for the primary location. Base pay
range may vary if an offer is made for work in a different
location. Pay Range: $0.00 - $0.00 - $0.00 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.
Keywords: U.S. Bank National Association, Reno , Wealth Management Advisor - Lake Tahoe / Incline Village, Executive , Incline Village, Nevada
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