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Wealth Management Advisor at U.S. Bank - ApplyBlast

Wealth Management Advisor

U.S. Bank

4 months ago

3.3 on Glassdoor

Chicago, IL

Onsite

Full Time

Senior

0 applicants

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About this role

The Wealth Management Advisor serves as the lead investment planning professional on the Wealth Management Team, responsible for delivering portfolio management, trust administration, and insurance strategies. This role requires partnering with clients to understand their unique goals and constructing tailored, goals-based investment portfolios using U.S. Bank's Asset Management Group or open architecture platforms. WMAs provide economic market views, investment strategy, and security research to result in customized financial services.

Responsibilities

Construct goals-based investment portfolios for affluent clients
Deliver economic market views and investment strategies
Administer trusts and manage client insurance products
Develop new business through effective relationship management
Conduct due diligence on manager, fund, and security research

Skills

Qualifications

Bachelor's degreeFINRA Series 7 licenseFINRA Series 63 licenseFINRA Series 65 licenseFINRA Series 66 license

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

View Profile

Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.