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Wealth Management Associate

Location : Charlotte, NC
Job Type : Direct
Hours : Full Time
Required Years of Experience : 1 - 4
Required Education : 4 Year Degree
Travel : No
Relocation : No
Industry : Accounting - Finance

Job Description :

  • Knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding.

  • Knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services.

  • 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.


Required Qualifications :

  • Bachelor's degree or equivalent work experience. 

  • One to four years of experience in a financial sales position.

  • Active Series 7, 63 and 65 or Series 7 and 66.

  • Ability to work in a fast-paced, evolving environment.

  • Strong computer skills and knowledge of Microsoft Office products.


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