Wealth Management job descriptions
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“ My teammates and I brainstorm what’s best for clients based on their individual goals, and then we meet with them to make a personalized plan. It’s a collaborative approach.”
– Angela Sparks, U.S. Bancorp Investments
“We do the right thing for all of our clients. I can go home feeling good that I’m helping people live the life they want to and come back into work feeling energized.”
– Jonathan Miller, U.S. Bank
Following are descriptions of common Wealth Management roles.
The Wealth Management Advisor is responsible for delivering the overall client experience, including retention of a client portfolio and development of prospects. Works with a U.S. Bank Wealth Management Banker as a team to build strong relationships with clients by gaining an understanding of clients' unique financial goals. As a team, develops and implements financial plans for clients and conducts regular plan reviews with clients. Builds strong relationships with partners and the branch. Incumbent has the ability to effectively present investment strategies to clients and maintains a holistic approach to planning. Proven communication skills which enable translation of complex financial topics into clear client communication. Must have 2-5 years industry related experience in a financial sales position, preferably working with Wealth Management clients. Bachelor's degree or equivalent experience is required. Must possess FINRA Series 7, 63, 65 or 66 and state insurance licenses.
The Wealth Management Advisor (WMA) in Community markets is the investment planning and investment and insurance products lead in the local market. The WMA is responsible for facilitating the delivery of strategies and capabilities including investment advisory and insurance. WMAs 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 Investments' 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. Must have 2-5 years industry related experience in a financial sales position, preferably working with Wealth Management clients. Bachelor's degree or equivalent experience is required. Must possess FINRA Series 7, 63, 65 or 66 and state insurance licenses.
The Wealth Management Banker is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Metro Wealth Management. Provides expert advice and counsel in the area of Wealth Management relationships. The Wealth Management Banker is responsible for leading the development of deep, advisory relationships with Wealth Management clients through proactive contact of assigned and prospective affluent clients. The Wealth Management Banker will focus on building an understanding of their clients’, needs and goals, in order to recommend product and service solutions with a focus on advocating for their clients’ needs and growing revenue for U.S. Bank. Responsible for developing, managing, retaining and acquiring affluent client relationships. Incumbents typically have a Bachelor’s degree, 5+ years of experience in Wealth Management Private Banking, and/or Senior Level Financial Services Experience. Position requires Series 6 and 63 licenses, strong competency in Financial Planning, moderate understanding of Wealth Products and offerings, demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase in book of business. Provides advice and consultation on appropriate banking products and offerings, in addition to lead generation to increase investable assets. Will manage a complex, mid-market, client base.
The Wealth Management Associate provides sales, processing, operational, administrative, and customer service support to the U.S. Bancorp Investments Wealth Management Advisor and the U.S. Bank Wealth Management Banker team with responsibilities for meeting the needs of the client in the Wealth Management Group. The Associate supports business development processes with clients and prospects and researches and responds to customer needs to help meet regulatory requirements. Proven understanding of operations, policies, procedures, regulations and compliance requirements. Strong analytical skills with an emphasis on detail. Ability to handle multiple assignments simultaneously and work with deadlines while maintaining accuracy. Excellent communication and organizational skills necessary for day to day relationship management with both internal and external clients and partners. Proficient with Microsoft Office applications and demonstrates capacity to quickly adapt to proprietary software. Ability to advocate for the customer, build and deepen relationships, collaborate, embrace diversity and inclusion, engage and develop, establish and maintain trust, and innovate. Operates with integrity and a strong ethical focus. Must understand and have experience with the policies, processes and procedures of the brokerage and banking industries, FINRA, SEC, OCC and applicable banking regulations ensuring regulatory standards are met for all applicable regulatory bodies. Ability to contact and profile existing clients, leads, and prospects. Prefer prior sales and service experience relating to Banking, Brokerage and Investment Advisory business. Requires High school diploma, or equivalent, and preferred 2-4 years of banking and investment industry experience and minimum of Series 6 or 7, 63, and life, variable life, health and disability licenses.