Wealth Management Advisor

US Bank Charlotte , NC 28201

Posted 4 days ago

The Investment Relationship Manager (IRM) is the investment planning and investment and insurance products lead on the Private Client Group Team. The IRM is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. IRMs 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. IRMs 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

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Wealth Management Advisor

US Bank