U.S. Bank Wealth Management Advisor - Reno, NV in RENO, Nevada
The Wealth Management Advisor (WMA) position is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals based investment and insurance strategies. 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.
Bachelor's degree, or equivalent work experience
At least two 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
Thorough knowledge of the securities industry and markets
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: Nevada-NV-Reno
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 200014242
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.