Wealth Management Advisor-Omaha NE
Company: U.S. Bank
Location: Omaha
Posted on: May 28, 2023
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Job Description:
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 at-all from Day One.
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, and have
consistently been recognized as one of the world's Most Admired
Companies. With a diversified business mix and industry leading
debt ratings, U.S. Bank is strong and stable, and committed to our
clients and employees.
At Wealth Management from U.S. Bank and U.S. Bancorp Investments,
we are uniquely positioned for growth and are making significant
investments to expand our advisor base and deliver an outstanding
client experience. With a collaborative team structure, strong
leadership support, a rich product portfolio and exceptional
prospecting opportunities, we empower you to grow your practice and
build a rewarding career.
The 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 circumstances
Facilitate the delivery of strategies and capabilities including
portfolio management, trust administration, investment advisory,
and insurance
Deliver economic and market views, investment strategy,
manager/fund/security research, and due diligence
Portfolio construction resulting in tailored investment management
and insurance services based upon a client's unique situation
Refer and partner with other financial services within other U.S.
Bank channels, as appropriate
Discover How You'll Thrive!
An approachable and accessible leadership team that is dedicated to
your success and career development
A rich product portfolio and open architecture so you can do what
is best for your clients
A collaborative team structure that provides complementary
expertise and support, while helping you provide a comprehensive
experience for your clients
Technology platforms including MoneyGuidePro, Salesforce, Seismic,
and more to help you service your clients efficiently
All the resources of a Fortune 150 company with the personal feel
of a smaller company
Marketing warm leads and qualified referrals from across the
organization
Centralized marketing support, local marketing, and sales
enablement tools including thought leadership content, local
events, social media, email, and sales enablement tools
Learn more in our digital handbook
Explore a rewarding Wealth Management career with U.S. Bank and
U.S. Bancorp Investments
(https://cdn.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/21-536702_WMD_RecruitingpitchbookF2-1645659708112.pdf)
For You:
Comprehensive Total Rewards Program including flexible benefits,
competitive compensation, and family support including, Adoption
Assistance, Fertility Solutions and Maternity/Paternity leave
Coaching and mentoring opportunities through Advisory Consulting
Services and our expansive training team
Work in a collaborative environment with a high-performing team
Work/life balance and the opportunity to pursue your passions and
commitment to your community through volunteer time, employee
groups, and community involvement
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 and 66 or, Series 7 and 63/65 combination and
applicable state insurance license
Preferred Qualifications:
Extensive knowledge in financial planning, including but not
limited to goals-based planning, asset allocation, retirement
planning, and education funding
Extensive knowledge of the securities industry, including
investment and insurance products and services
Knowledge of private banking products and services, including
credit processes and policies
Strong presentation abilities
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
If 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
(https://careers.usbank.com/global/en/disability-accommodations-for-applicants)
.
Learn how the way we work at U.S. Bank
(https://assets.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/Thewaywework-1666895142717.pdf)
drives meaningful relationships with our customers and
collaboration across the company.
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 (some
may vary based on role, location or hours):
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
EEO is the Law
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. Applicants can learn more about the company's status
as an equal opportunity employer by viewing the federal KNOW YOUR
RIGHTS
(https://eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)
EEO poster.
E-Verify
U.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
(https://careers.usbank.com/verification-of-eligibility-for-employment)
.
Keywords: U.S. Bank, Omaha , Wealth Management Advisor-Omaha NE, Executive , Omaha, Nebraska
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