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 atall from Day One.
This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with a senior advisor, this advisor will learn and develop skills to consult with existing and prospective customers to determine financial goals, objectives, and current financial position. Conducts due diligence with lower segmented clients/prospect's financial situation in order to recommend financial products to meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Develops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies. Engages in business development and promotional activities.
Basic Qualifications: Bachelor's degree, or equivalent work experience. At least two years of industry related experience in a financial sales or wealth position. Will need to complete FINRA Series 7, 65 or 66 and state insurance licenses within the first 6 months of employment.
Preferred Skills/Experience: Basic knowledge of the securities industry and markets. Well-developed analytical and decision-making skills to provide customized investment and financial planning advice. Effective interpersonal, verbal and written communication skills. Proficient with various computer software programs including Microsoft Office, and have 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:
Our 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:
U.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.
This 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.
Associate Wealth Management Advisor - Gresham, OR • Gresham, OR, United States
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