Wealth Management Advisor-Omaha NE
Company: U.S. Bank
Location: Omaha
Posted on: January 25, 2023
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Job Description:
At U.S. Bank, we're passionate about helping customers and the
communities where we live and work. The fifth-largest bank in the
United States, we're one of the country's most respected,
innovative and successful financial institutions. 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.Job DescriptionThe Wealth Management Advisor position
is the investment, investment planning, and insurance products lead
on the Wealth Management Team.In This Role You Will:Meet with
affluent clients to collect financial information, conduct the
needed discovery, assess investment needs, and evaluate each
client's unique needs Determine which financial products are
suitable for the client's unique circumstancesFacilitate the
delivery of strategies and capabilities including portfolio
management, trust administration, investment advisory, and
insuranceDeliver economic and market views, investment strategy,
manager/fund/security research, and due diligencePortfolio
construction resulting in tailored investment management and
insurance services based upon a client's unique situationRefer and
partner with other financial services within other U.S. Bank
channels, as appropriateDiscover How You'll Thrive!An approachable
and accessible leadership team that is dedicated to your success
and career developmentA rich product portfolio and open
architecture so you can do what is best for your clientsA
collaborative team structure that provides complementary expertise
and support, while helping you provide a comprehensive experience
for your clientsTechnology platforms including MoneyGuidePro,
Salesforce, Seismic, and more to help you service your clients
efficientlyAll the resources of a Fortune 150 company with the
personal feel of a smaller companyMarketing warm leads and
qualified referrals from across the organizationCentralized
marketing support, local marketing, and sales enablement tools
including thought leadership content, local events, social media,
email, and sales enablement toolsLearn more in our digital
handbookExplore a rewarding Wealth Management career with U.S. Bank
and U.S. Bancorp InvestmentsWhat Others Are Saying!Fortune magazine
recognized U.S. Bank as one of the 2022 World's Most Admired
Companies, naming it No. 1 in the Superregional Banks industry
category for the 12th consecutive year.Ranked 17th on
"DiversityInc's 2022 Top 50 Companies for Diversity"1 - May
2022Named a 2022 Best Place to Work for LGBTQ EqualityEarned a
perfect score of 100 on the 2022 Disability Equality Index - (DEI)
and was named an American Association of People with Disabilities
and Disability: "Best Place to Work for Disability Inclusion" for
the fifth consecutive yearFor the eighth consecutive year, U.S.
Bank has been named one of the World's Most Ethical Companies by
the Ethisphere Institute, a global leader in defining and advancing
the standards of ethical business practicesFor You:Comprehensive
Total Rewards Program including flexible benefits, competitive
compensation, and family support including, Adoption Assistance,
Fertility Solutions and Maternity/Paternity leaveCoaching and
mentoring opportunities through Advisory Consulting Services and
our expansive training teamWork in a collaborative environment with
a high-performing teamWork/life balance and the opportunity to
pursue your passions and commitment to your community through
volunteer time, employee groups, and community involvementBasic
QualificationsBachelor's degree, or equivalent work experienceThree
to five years of experience in a financial sales position,
preferably working with the affluent client segmentFINRA Series 7
and 66 or, Series 7 and 63/65 combination and applicable state
insurance licensePreferred Qualifications:Extensive knowledge in
financial planning, including but not limited to goals-based
planning, asset allocation, retirement planning, and education
fundingExtensive knowledge of the securities industry, including
investment and insurance products and servicesKnowledge of private
banking products and services, including credit processes and
policiesStrong presentation abilitiesStrong relationship
management, sales, and new business development
skillsWell-developed analytical and problem-solving skillsExcellent
interpersonal, verbal, and written communication skillsProficient
with various computer software programs including the ability to
use recommended desktop planning tools and processesIf 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: Take care of
yourself and your family with U.S. Bank employee benefits. We know
that healthy employees are happy employees, and we believe that
work/life balance should be easy to achieve. That's why we share
the cost of benefits and offer a variety of programs, resources and
support you need to bring your full self to work and stay present
and committed to the people who matter most - your family.Learn all
about U.S. Bank employee benefits, including tuition reimbursement,
retirement plans and more, by visiting careers.usbank.com.EEO is
the LawApplicants can learn more about the company's status as an
equal opportunity employer by viewing the federal EEO is the Law
poster.E-VerifyU.S. Bank participates in the U.S. Department of
Homeland Security E-Verify program in all facilities located in the
United States and certain U.S. territories. The E-Verify program is
an Internet-based employment eligibility verification system
operated by the U.S. Citizenship and Immigration Services. Learn
more about the E-Verify program.Due to legal requirements, U.S.
Bank requires that the successful candidate hired for some
positions be fully-vaccinated for COVID-19, absent being granted an
accommodation due to a medical condition, pregnancy, or sincerely
held religious belief or other legally required exemption. For
these positions, as part of the conditional offer of employment,
the successful candidate will be asked to provide proof of
vaccination or approval for an accommodation or exemption upon
hire.
Keywords: U.S. Bank, Omaha , Wealth Management Advisor-Omaha NE, Executive , Omaha, Nebraska
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