U.S. Bank Corp

Wealth Management Advisor

U.S. Bank Corp

Remote
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At U.S. Bank Corp, we are looking for a highly motivated and experienced Wealth Management Advisor to provide our clients with financial advice and guidance. As an integral part of our team, you will be responsible for delivering personalized financial solutions to our clients, meeting their financial objectives and assisting them in achieving their long-term goals. The ideal candidate for this position should have extensive knowledge and experience in the financial services industry, be capable of interpreting complex financial information, and possess excellent interpersonal and communication skills. If you are passionate about helping our clients reach their financial goals and have the qualifications listed below, we encourage you to apply today.

Responsibilities:

  1. Provide personalized financial advice and guidance to U.S. Bank Corp clients.
  2. Analyze complex financial information and develop comprehensive financial plans tailored to the goals of each client.
  3. Maintain up-to-date knowledge on regulations, products, and trends in the financial services industry.
  4. Create and manage investment portfolios based on clients’ risk tolerance and long-term objectives.
  5. Monitor investment performance and adjust portfolios as necessary.
  6. Develop relationships with clients to ensure a high level of customer service and satisfaction.
  7. Prepare financial reports and presentations to illustrate complex financial information in a clear and understandable way.
  8. Stay informed of developments in the financial services industry to identify new opportunities for clients.
  9. Educate clients on the features and benefits of financial products and services.
  10. Manage client accounts and ensure compliance with all relevant regulations.
Where is this job?
This job opening is listed as 100% remote
Job Qualifications
  • Ability To Work Independently And As Part Of A Team

  • Excellent Communication And Customer Service Skills

  • Ability To Multi-Task And Prioritize

  • Bachelor’s Degree In Finance Or Related Field

  • Strong Financial And Analytical Skills

  • Advanced Knowledge Of Investments And Financial Markets

  • Proven Ability To Develop And Manage Client Relationships

  • Knowledge Of Financial Planning And Portfolio Management

Required Skills
  • Risk Management

  • Financial Planning

  • Communication

  • Sales

  • Relationship Building

  • Compliance

  • Portfolio Management

  • Market analysis

  • Client Relations

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Investment Advice

  • Stock Trading

Soft Skills
  • Communication

  • Decision Making

  • Leadership

  • Problem Solving

  • Time management

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor is between $50,000 and $95,000. This range can vary depending on experience, qualifications, and the specific financial services firm a Wealth Management Advisor is working for. Wealth Management Advisors may also receive bonuses and commissions on top of their base salary.

Additional Information
U.S. Bank Corp is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedNovember 3rd, 2023
Apply BeforeAugust 19th, 2025
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About U.S. Bank Corp

U.S. Bancorp is an American bank holding company based in Minneapolis, Minnesota, and incorporated in Delaware. It is the parent company of U.S. Bank National Association, which is the 7th largest bank in the United States.

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