Education: Bachelor's degree
Experience: 7+ years
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
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
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