Wealth Management Advisor - Bend, OR

Job Description

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 atall from Day One.

Job Description

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In this role you will :

• Meet with clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs
• Determine which financial products are suitable for the client's unique circumstances
• Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance
• Deliver economic and market views, investment strategy, manager / fund / security research, due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation
• Partner with and refer other financial services with other U.S. Bank channels, as appropriate

Discover How You'll Thrive!

For You :

Basic Qualifications :

Preferred Qualifications :

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.

This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan.