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Wealth Management Advisor

QualificationsBasic 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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