OshkoshRecruiter Since 2001
the smart solution for Oshkosh jobs

Wealth Management Advisor

Company: U.S. Bank
Location: Oshkosh
Posted on: February 13, 2020

Job Description:

The Wealth Management Advisor (WMA) position is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, 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 and insurance strategies. 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. Qualifications: Basic Qualifications - Bachelor's degree, or equivalent work experience - At least two 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 - Thorough knowledge of the securities industry and markets - 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 Job: Investments / Insurance Primary Location: Wisconsin-WI-Oshkosh Shift: 1st - Daytime Average Hours Per Week: 40 Requisition ID: U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Previous Job: Business Banking Spec NMLS 2 - Blaine, MN U.S. Bank Milwaukee, WI 53208 US Next Job: Client Relat Consultant 1 NMLS - Ann & Drexell Albertsons (36 hrs) U.S. Bank Las Vegas, NV 89102 US Posted: 2020-01-16 Expires: 2020-02-16 U.S. Bank

Keywords: U.S. Bank, Oshkosh , Wealth Management Advisor, Executive , Oshkosh, Wisconsin

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Director, Warehouse and Distribution
Description: The Director of Warehouse and Logistics--will manage warehousing and distribution, global logistics, trade and environmental compliance, and international order fulfillment for the organization. This (more...)
Company: Job Juncture
Location: Racine
Posted on: 02/28/2020

11B Infantryman - Management Training
Description: The Infantry is the backbone of the Army. These Soldiers fill the literal boots on the ground who are responsible for taking or holding ground during any combat operation. You'll attack, repel, and capture (more...)
Company: Army National Guard
Location: Appleton
Posted on: 02/28/2020

Hotel General Manager
Description: General Manager Hotel We are in search of a General Manager that will always strive to meet and exceed expectations for our guests and our team members on a daily basis. To become the General Manager (more...)
Company: Gecko Hospitality (Corporate)
Location: Oshkosh
Posted on: 02/28/2020


Production Manager - Adhesives
Description: Manager over Adhesives is responsible for the daily operations and management of laminations and adhesives process with a team of direct
Company: Global Recruiters of Memphis 901.881.1621 (GRN Mem
Location: Milwaukee
Posted on: 02/28/2020

Corporate Director of Quality
Description: COMPANY OVERVIEW Honesty and fairness. Hard work and performance. A love for what we do. At Boldt, these are the values that drive us. They push us to be better every day. To provide the highest-quality (more...)
Company: The Boldt Company
Location: Appleton
Posted on: 02/28/2020

Marketing Manager
Description: With past performances from Richard Pryor, Billy Crystal, Lily Tomlin, Freddie Prinze, Andy Kaufman, Eddie Murphy, Jerry Seinfeld, Tim Allen, Jay Leno, Chris Rock, Dane Cook, Ellen DeGeneres, Jamie Foxx, (more...)
Company: Levity Live
Location: Milwaukee
Posted on: 02/28/2020

Multi Unit General Manager 203600
Description: POSITION PURPOSE AND SUMMARY Oversees and manages all aspects of multiunit property management operations and sales within relevant organizational and statutory policies, including health and safety, (more...)
Company: Extended Stay America
Location: Madison
Posted on: 02/28/2020

Assistant Director of Middleware Technologies
Description: Associate Director of Middleware Technologies Location: Milwaukee, MI or New York, NY Required Skills: Strong technical understanding of on-premise and cloud Middleware technologies: Web: Apache, IIS, (more...)
Company: Accion Labs
Location: Milwaukee
Posted on: 02/28/2020

RN Manager - Emergency Department
Description: We Are Hiring RN Mgr-Nursing - Emergency Department 001 - Full-Time,Day - WF - All Saints Hosp - Racine,WIWhy Join Ascension Ascension Wisconsin operates 24 hospital campuses and more than 100 related (more...)
Company: Ascension, D35
Location: Racine
Posted on: 02/28/2020

Management - Assistant
Description: Job Description Location: Kwik Trip 963 1434 Northport Drive Madison , WI
Company: Kwik Trip Inc
Location: Madison
Posted on: 02/28/2020

Log In or Create An Account

Get the latest Wisconsin jobs by following @recnetWI on Twitter!

Oshkosh RSS job feeds