Skip to Main Content
← Back to Jobs

Wealth Management Advisor

U.S. Bank Columbia, SC
  • Expired: July 14, 2019. Applications are no longer accepted.

The Wealth
Management Advisor (WMA) 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
  • Two to five years of experience in a financial sales position, preferably working with Private Client Group clients
  • FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license
Preferred Skills/Experience
  • Expert knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding
  • Expert 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
Job: Investments / Insurance
Primary Location: United States
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 190019191
Other Locations: IL-IL-Frankfort
U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

U.S. Bank


Columbia, SC
29240 USA