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U.S. Bank

Runs a national bank and processes card payments

Associate Wealth Management Advisor - Norfolk Main

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • A bachelor's degree or equivalent work experience is required.
  • At least two years of industry-related experience in a financial sales or wealth position is required.
  • The employee must complete FINRA Series 7, 65 or 66 and state insurance licenses within the first six months of employment.

Responsibilities

  • Consult with existing and prospective customers to determine financial goals, objectives, and current financial position under the guidance and in partnership with a senior advisor.
  • Conduct due diligence on lower-segment clients' and prospects' financial situations to recommend financial products suited to their financial status, objectives, risk tolerance, and tax exposure.
  • Develop expertise and knowledge of the securities industry and markets to analyze and interpret customer and prospect investment objectives.
  • Provide customized and individualized investment advice suited to customer and prospect objectives while complying with applicable laws, regulations, and corporate policies.
  • Engage in business development and promotional activities.

Desired Qualifications

  • Basic knowledge of the securities industry and markets.
  • Well-developed analytical and decision-making skills to provide customized investment and financial planning advice.
  • Effective interpersonal, verbal, and written communication skills.
  • Proficiency with Microsoft Office and the ability to use recommended desktop planning tools and processes.

About the Company

U.S. Bank

Runs a national bank and processes card payments

U.S. Bank is one of the largest banks in the United States, serving consumers, small businesses, corporations, and government agencies with banking, lending, payments, and wealth management. Its Elavon subsidiary is one of the world's biggest processors of card payments for merchants, handling sales in the United States, Canada, and Europe. People and small businesses use its branches and mobile app for checking, savings, credit cards, mortgages, and loans, while companies use it for corporate cards and cash management, and the bank earns money from loan interest and fees. U.S. Bank received national bank charter No. 24 in 1863, under President Abraham Lincoln, and is based in Minneapolis as the main subsidiary of U.S. Bancorp.

Company size
10,001+
Company stage
IPO
Headquarters
Minneapolis, MN
Founded
1863

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