Wealth Management Advisor

Job Description

Wealth Management Advisor – Lake Saint Louis, MO | U.S. Bank

The Tone:
This is a full-time role at U.S. Bank, located in Lake Saint Louis, MO. At U.S. Bank, the journey is about helping customers and businesses make smarter financial decisions and enabling communities to grow and succeed. This role is a key position within this mission, focusing on leading investment planning and product delivery. The Wealth Management Advisor is critical for understanding clients’ unique financial goals and constructing appropriate, tailored investment portfolios to help them thrive.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Lake Saint Louis
• Pay: $65000–$80200 yearly
• Team: Wealth Management Team; leads investment planning and product delivery
• Mission: Assists clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios.
• Tech Stack: various computer software programs, recommended desktop planning tools

What You’ll Actually Do
• Lead: Lead investment planning and the delivery of investment and insurance products, including portfolio management, trust administration, and investment advisory services, as the primary expert on the Wealth Management Team.
• Partner: Collaborate closely with the Wealth Management Team to thoroughly understand clients’ and families’ unique financial goals and objectives, and subsequently construct appropriate, goals-based investment portfolios.
• Advise: Provide expert advice to clients by leveraging U.S. Bank’s Asset Management Group (AMG) or U.S. Bancorp Investment’s open architecture, delivering economic and market views, investment strategy insights, and conducting manager/fund/security research and due diligence.
• Construct: Design and implement tailored investment management and insurance services specifically for each client, ensuring solutions are based upon their unique situation and comprehensive financial plan.

The Must-Haves
• Background: Hold a Bachelor’s degree in finance, economics, business, or a related field, or possess equivalent work experience, particularly with experience serving the affluent client segment.
• Experience: Accumulate three to five years of progressive experience in a financial sales position, demonstrating a proven track record of working effectively with high-net-worth individuals and families.
• Skills:
• Proficiency with FINRA Series 7, 63, 65 or 66 licenses, and an applicable state insurance license.
• Considerable knowledge in comprehensive financial planning, encompassing goals-based planning, asset allocation, retirement planning, and education funding strategies.
• Deep understanding of the securities industry, including U.S. Bancorp Investments, and a wide array of investment and insurance products and services.
• Demonstrated strong relationship management, sales, and new business development skills to cultivate and grow client portfolios.
• Well-developed analytical and problem-solving skills to assess complex financial situations and devise effective solutions.
• Bonus:
• Proven ability to effectively present complex investment strategies to clients, ensuring clarity and maintaining a holistic approach to their overall financial planning.
• Extensive knowledge of private banking products and services, including a thorough understanding of credit processes and policies.
• Proficiency with various computer software programs and the ability to effectively utilize recommended desktop planning tools and processes to enhance client service.