Altoona, Iowa, United States · On-site
$65k–$80k/yr
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 tak…
Skills: Financial planning, Investment strategy, Portfolio management, Trust administration, Insurance services
Des Peres, Missouri, United States · On-site
$20/hr–$24/hr
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 tak…
Skills: Customer relationship management, Retail banking, Financial counseling, Digital product education, Account opening
El Centro, California, United States · On-site
$21/hr–$26/hr
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 tak…
Skills: Customer relationship management, Retail banking, Financial counseling, Digital banking products, Proactive outreach
Chennai, Tamil Nadu, India · Hybrid
At U.S. Bancorp India, we’re on a journey to do our best. 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. Bancorp India gives you a wid…
Skills: React, Node.js, TypeScript, JavaScript, HTML5
Modesto, California, United States · On-site
$21/hr–$26/hr
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 tak…
Skills: Customer relationship management, Retail banking, Financial counseling, Digital banking products, Account opening
Sisters, Oregon, United States · On-site
$20/hr–$24/hr
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 tak…
Skills: Relationship Building, Customer Service, Sales, Financial Counseling, Digital Banking Proficiency
Los Angeles, California, United States · Hybrid
$98k–$116k/yr
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 tak…
Skills: Project management, Debt structuring, Equity investments, LIHTC, Underwriting
Minneapolis, Minnesota, United States · On-site
$157k–$192k/yr
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 tak…
Skills: Treasury Management, Business Development, Consultative Selling, Relationship Management, Sales Presentations
Des Moines, Iowa, United States · On-site
$20/hr–$24/hr
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 tak…
Skills: Customer relationship management, Retail banking, Financial counseling, Digital banking products, Account opening
Dubuque, Iowa, United States · On-site
$20/hr–$22/hr
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 tak…
Skills: Customer service, Relationship building, Retail banking, Financial counseling, Digital products
Tempe, Arizona, United States · Hybrid
$105k–$124k/yr
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 tak…
Skills: Fair lending, UDAP/UDAAP, Risk management, Compliance, Data analysis
Lebanon, Kentucky, United States · On-site
$20/hr–$23/hr
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 tak…
Skills: Customer relationship management, Retail banking, Financial counseling, Digital product education, Proactive outreach
Hopkins, Minnesota, United States · Hybrid
$133k–$157k/yr
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 tak…
Skills: Infrastructure automation, Linux, Python, Go, Shell scripting
Racine, Wisconsin, United States · On-site
$20/hr–$22/hr
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 tak…
Skills: Customer relationship management, Retail banking, Financial counseling, Digital product education, Account opening
Chennai, Tamil Nadu, India · Hybrid
At U.S. Bancorp India, we’re on a journey to do our best. 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. Bancorp India gives you a wid…
Skills: Java, Spring Boot, Microservices, Cloud-Native Development, Distributed Systems
Albuquerque, New Mexico, United States · On-site
$20/hr–$23/hr
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 tak…
Skills: Client relationship management, Retail banking, Financial counseling, Digital banking products, Proactive outreach
Boise, Idaho, United States · On-site
$20/hr–$23/hr
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 tak…
Skills: Client relationship management, Retail banking, Financial counseling, Digital banking products, Customer service
Atlanta, Georgia, United States · Hybrid
$105k–$124k/yr
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 tak…
Skills: Customer experience, Data analysis, Voice of customer, Qualtrics, NPS
Oakland, California, United States · On-site
$111k–$135k/yr
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 tak…
Skills: Branch management, Team leadership, Customer experience, Financial advisory, Regulatory compliance
Minneapolis, Minnesota, United States · Hybrid
$93k–$109k/yr
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 tak…
Skills: Operational risk, Control frameworks, Issue management, Remediation validation, Risk-based review
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The Wealth Management Advisor leads investment and insurance strategy delivery, facilitating portfolio management and trust administration for clients. They partner with the team to understand unique client goals and construct tailored investment portfolios based on market research.
Candidates must have a bachelor's degree or equivalent experience and three to five years of experience in a financial sales position. Required certifications include FINRA Series 7, 63, 65 or 66 licenses, and an applicable state insurance license.
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.
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs 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. WMAs 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
- Three to five years of experience in a financial sales position, preferably working with the affluent client segment
- FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license
Preferred Skills/Experience
- Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding
- Considerable 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
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.
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:
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
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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.
This role receives an annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we help millions of clients achieve their goals with a balance of best-in-class technology and human expertise tailored to individual needs. As the fifth-largest commercial bank in the United States, we’ve built a reputation for strength and stability across a diversified mix of businesses, including commercial and institutional banking, business banking, payments, wealth management and consumer banking. We’ve been named one of the World’s Most Ethical Companies® by the Ethisphere Institute and the most admired superregional bank by Fortune. In addition to thousands of branches serving consumers, U.S. Bank offers a complete suite of products, services and strategic partnerships for business. Within our Wealth, Corporate, Commercial and Institutional Banking division, we serve more than half a million clients across the country and around the world, ranging from wealthy individuals and families to the largest corporations, including 90% of Fortune 1000 companies. We’re also consistently recognized as a great place to work. We’re shaping our company culture with intention, focused on creating a workplace where it’s safe to speak up, share ideas and try new things. We’re proud to be recognized as a “Best for Vets” employer by the Military Times and included on Fair360’s (formerly DiversityInc.) list of Top 50 Companies for Diversity. U.S. Bank, NA. Member FDIC. Equal Housing Lender.
Offices: 800 Nicollet Mall, Minneapolis, MN 55402, US · 425 Walnut St, Cincinnati, OH 45202, US
At U.S. Bank, we help millions of clients achieve their goals with a balance of best-in-class technology and human expertise tailored to individual needs. As the fifth-largest commercial bank in the United States, we’ve built a reputation for strength and stability across a diversified mix of businesses, including commercial and institutional banking, business banking, payments, wealth management and consumer banking. We’ve been named one of the World’s Most Ethical Companies® by the Ethisphere Institute and the most admired superregional bank by Fortune. In addition to thousands of branches serving consumers, U.S. Bank offers a complete suite of products, services and strategic partnerships for business. Within our Wealth, Corporate, Commercial and Institutional Banking division, we serve more than half a million clients across the country and around the world, ranging from wealthy individuals and families to the largest corporations, including 90% of Fortune 1000 companies. We’re also consistently recognized as a great place to work. We’re shaping our company culture with intention, focused on creating a workplace where it’s safe to speak up, share ideas and try new things. We’re proud to be recognized as a “Best for Vets” employer by the Military Times and included on Fair360’s (formerly DiversityInc.) list of Top 50 Companies for Diversity. U.S. Bank, NA. Member FDIC. Equal Housing Lender.
Offices: 800 Nicollet Mall, Minneapolis, MN 55402, US · 425 Walnut St, Cincinnati, OH 45202, US
