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.
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
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, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - 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
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.
Wealth Management Advisor- Idaho Cherry Lane • Nampa, ID, United States
Prime Time Healthcare is seeking a Occupational Therapist for a travel assignment in Lewiston, ID to start ASAP.This assignment is for a 13 weeks contract.You will be working 5 days per week, 8 hou... Show more
Camping World is seeking a Service Advisor to join our growing team.As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing a... Show more
Are you looking for an Outside Sales position with unlimited earning potential in a flourishing industry? Are you looking for an opportunity where you can earn uncapped commissions while still havi... Show more
Confie and its family of companies - Freeway, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States.We have been ranked the #1 Personal Lines Leader ... Show more
At All Ways Caring HomeCare our Caregivers play a crucial role in providing individualized care that suits the needs of each client in the comfort of their homes.It is our goal to identify individu... Show more
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more
AlliedTravelCareers is working with MedPro Healthcare Staffing to find a qualified CT Tech in Idaho Falls, Idaho, 83401!.Joint Commission-certified staffing agency, is seeking a quality CT Tech for... Show more
Registered nurses (RNs) monitor patients, develop patient care plans, implement treatments and provide guidance.RNs who provide in-home care or who work in a care facility can supervise the work of... Show more
We are looking for motivated team players to join our seasonal crew on our organic farm! At Purple Sage Farms, we are a family farm with a small team of passionate and enthusiastic individuals.You'... Show more
Competitive weekly pay (inquire for details) .AlliedTravelCareers is working with SkyBridge Healthcare to find a qualified Physical Therapist (PT) in Idaho Falls, Idaho, 83401!.SkyBridge Healthcare... Show more
Competitive weekly pay (inquire for details).AlliedTravelCareers is working with Fiber Staffing to find a qualified Physical Therapy Assistant (PTA) in Idaho Falls, Idaho, 83401!.We're seeking a Ph... Show more
Are you looking for an Outside Sales position with unlimited earning potential in a flourishing industry? Are you looking for an opportunity where you can earn uncapped commissions while still havi... Show more
Distribution ManagerThe Distribution Manager at Molina Healthcare will be a critical team member responsible for making Molina a market leader in the different products that Molina offers in the Ma... Show more
AlliedTravelCareers is working with Ventura MedStaff to find a qualified Occupational Therapist (OT) in Jerome, Idaho, 83338!.Are you ready to take your Travel career to the next level? See places... Show more
The Idaho Department of Juvenile Corrections (IDJC) is currently seeking a highly skilled and experienced Project Manager to join our IT Team in support of the modernization of the Idaho Juvenile O... Show more
The Idaho Department of Juvenile Corrections (IDJC) is currently seeking a highly skilled and experienced Project Manager to join our IT Team in support of the modernization of the Idaho Juvenile O... Show more
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more
Qualifications: At least two years of college level coursework or an Associate's Degree in education or related field.Previous aide or teaching experience preferred.Ability to lift up to forty poun... Show more
Please complete this application only if you anticipate completing observation or field experience in one of the following areas:Social WorkSpeech Language PathologySchool PsychologyCounselorsNurse... Show more
Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management.Every individual's strength and expertise ar... Show more
