US Bank Wealth Management Advisor - Bend Category Sales Kenya, Nairobi County 260580898
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The Wealth Management Advisor position is the investme
In this role you will:
Meet with clients to collect financial information, conduct the needed discovery, assess investmentneeds,and evaluateeachclient’sunique
which financial products are suitable for the client’sunique cir
acilitatethe delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance
eliver economic and market views, investment strategy,manager/fund/securityresearch,due diligence,andportfolio construction resulting in tailored investment managementandinsurance services based upon a client's unique situation
Partner with and refer other financial services with otherU.S.Bank channels,asappropriate
Discover HowThrive!
An approachable and accessible leadership team that is dedicated to your success and career development
A rich product portfolio and open architecture so you can dowhat isbest for your clients
expertiseand support, while helping you provide a comprehensive experience for your clients
Technology platformsincludingMoneyGuidePro, Salesforce,Seismic and more to help you service your clients efficiently
All the resources of a Fortune 150 company with the personal feel of a smaller company
Marketing warm leads and qualified referrals from across the organization
Centralized marketing support and local marketing and sales enablement tools including thought leadership content, local events, social media,email,and sales enablement tools
What Others Are Saying!
Fortune magazine recognized U.S. Bank as one of the 2022 World’s Most Admired Companies, naming it No. 1 in the Superregional Banks industry category for the 12th consecutive year.
Ranked 17th on “DiversityInc’s 2022 Top 50 Companies for Diversity”1 – May 2022
Named a 2022 Best Place to Work for LGBTQ Equality
Earned a perfect score of 100 on the 2022 Disability Equality Index® (DEI) and was named an American Association of People with Disabilities and Disability: “Best Place to Work for Disability Inclusion” for the fifth consecutive year
For the eighth consecutive year, U.S. Bank has been named one of the World’s Most Ethical Companies by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices
For You:
Comprehensive Total Rewards Program including, flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave
Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team
Work in a collaborative environment with a high-performing team
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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
Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license
Preferred Qualifications
Extensive knowledge in financial planning, including but not limited togoals-based
Extensive knowledge of the securities industry, including investment and insurance products and services
nowledge of private banking products and services, including credit processes and policies
Strong presentation abilities
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
What Others Are Saying!
Fortune magazine recognized U.S. Bank as one of the 2022 World’s Most Admired Companies, naming it No. 1 in the Superregional Banks industry category for the 12th consecutive year.
Ranked 17th on “DiversityInc’s 2022 Top 50 Companies for Diversity”1 – May 2022
Named a 2022 Best Place to Work for LGBTQ Equality
Earned a perfect score of 100 on the 2022 Disability Equality Index® (DEI) and was named an American Association of People with Disabilities and Disability: “Best Place to Work for Disability Inclusion” for the fifth consecutive year
For the eighth consecutive year, U.S. Bank has been named one of the World’s Most Ethical Companies by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices
For You:
Comprehensive Total Rewards Program including, flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave
Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team
Work in a collaborative environment with a high-performing team
n
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
Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license
Preferred Qualifications
Extensive knowledge in financial planning, including but not limited togoals-based
Extensive knowledge of the securities industry, including investment and insurance products and services
nowledge of private banking products and services, including credit processes and policies
Strong presentation abilities
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
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 (some may vary based on role, location or hours):
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
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 .
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.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.
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