Responsible for contributing to the growth of the overall Affluent Wealth Management Strategy by working directly with Market Leaders, Wealth Management Teams and Financial Advisors to increase productivity/revenue by building necessary competencies in the areas of practice management, advisory based programs, financial planning, insurance strategies, small business products and other key strategic drivers. Educates and coaches the teams on the advisory process, prospecting, financial planning (construction and delivery) and best practices. Creates and identifies sales opportunities including contributing and providing subject matter expertise for client events and presentations. Works closely with bank partners including market leaders to develop business, support introductions and educate partners on benefits of the Wealth Management Strategy. Leverages internal and external partners and product providers to deliver value-added content and product training. Significant travel required.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Five to seven years or more of job related experience
- FINRA 7, 65/66 and insurance licenses
Preferred Skills/Experience
- Thorough knowledge of comprehensive financial planning, concepts and appropriate strategies to implement recommendations
- Comprehensive understanding of Wealth Management best practices
- Strong leadership and interpersonal skills, with a proven ability to influence and persuade others
- Strong analytical, creative, project management, organizational, and PC skills
- Effective presentation, verbal and written communication skills
- Good organizational and project management skills
- Thorough knowledge of geographical areas, competitive markets, banking operations and U.S. Bancorp's products and services
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:
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
Posting may be closed earlier due to high volume of applicants.
