$65,000 – $80,200
Listed on U.S. Bank’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
This role leads investment planning and portfolio management for affluent clients at a major bank, combining securities knowledge with relationship building to deliver tailored wealth management solutions. It suits someone with financial sales experience and relevant licenses who can blend analytical skills with the interpersonal finesse needed to guide clients through complex financial decisions.
Our summary, not U.S. Bank’s wording. The full posting is on their site.
Skills this role names
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What they ask for
Required
- Bachelor's degree or equivalent work experience
- Three to five years in financial sales, preferably with affluent clients
- FINRA Series 7, 63, 65 or 66 license
- Applicable state insurance license
Nice to have
- Knowledge of goals-based planning, asset allocation, retirement planning, and education funding
- Knowledge of securities industry and U.S. Bancorp Investments products
- Knowledge of private banking products and credit processes
- Ability to present investment strategies effectively
- Relationship management and new business development skills
- Analytical and problem-solving capabilities
- Proficiency with financial planning software tools