Wealth Management Specialist jobs in Albany, OR

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Wealth Management Advisor- Woodburn OR
  • U.S. Bank National Association
  • Woodburn, OR FULL_TIME
  • 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 at—all from Day One.

    Job Description

    The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to 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 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.

    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
    - FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license

    Preferred Skills/Experience
    - Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding
    - Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services
    - Extensive knowledge of private banking products and services, including credit processes and policies
    - 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

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

    Learn how the way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company.

    Benefits: 

    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

    EEO is the Law

    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. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.  

    E-Verify

    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 E-Verify program.

    This role receives an annual base salary between $65,000 and $65,500 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

  • 4 Days Ago

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J.P. Morgan Wealth Management - Private Client Advisor - Corvallis, OR
  • JPMC Candidate Experience page
  • Corvallis, OR FULL_TIME
  • At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
  • 15 Days Ago

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J.P. Morgan Wealth Management - Private Client Advisor - Corvallis, OR
  • JPMorgan Chase
  • Corvallis, OR FULL_TIME
  • At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
  • 17 Days Ago

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Linen Specialist
  • Multiporpoise Management
  • Lincoln, OR FULL_TIME
  • Sea Gypsy Rentals is looking for a Linen Specialist to add to our team. We're offering the job at $17.50 per hour, plus other performance-based perks. LINEN SPECIALIST: You will have a lot of flexibil...
  • 7 Days Ago

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Quality Management Specialist
  • shinsegae foods, inc
  • Salem, OR FULL_TIME
  • ```Job Overview:```We are seeking a detail-oriented and experienced Quality Specialist to join our team. As a Quality Specialist, you will be responsible for ensuring that our products meet the highes...
  • 13 Days Ago

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Utility Vegetation Management Specialist
  • Rainbow Companies
  • Salem, OR FULL_TIME
  • This is a 100% Traveling Role, expenses paid Starting pay is $20/hour, earn up to $24/hour after 90 days As a Utility Vegetation Management Specialist for Growth Solutions (a subsidiary of Rainbow Com...
  • 13 Days Ago

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0 Wealth Management Specialist jobs found in Albany, OR area

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Mortgage Loan Officer
  • WILLAMETTE VALLEY BANK
  • Albany, OR
  • Job Details Job Location Albany Branch - Albany, OR Description Position Summary: The Loan Officer is responsible for di...
  • 3/29/2024 12:00:00 AM

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Mortgage Originator Market Leader
  • YourWayHome.com LLC
  • Keizer, OR
  • (In-House lender to 11,000 real estate agents, plus guaranteed leads) We are hiring an experienced mortgage originator t...
  • 3/28/2024 12:00:00 AM

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Mortgage Originator Market Leader
  • YourWayHome.com LLC
  • Springfield, OR
  • (In-House lender to 11,000 real estate agents, plus guaranteed leads) We are hiring an experienced mortgage originator t...
  • 3/28/2024 12:00:00 AM

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Teller Part Time Mohawk Centennial
  • WELLS FARGO BANK
  • Springfield, OR
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/28/2024 12:00:00 AM

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Delivery Truck Driver - Woodburn OR
  • Us Foods
  • Mill City, OR
  • ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE. Join Our Community ...
  • 3/28/2024 12:00:00 AM

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Hospice Registered Nurse
  • Gentiva Hospice
  • Mill City, OR
  • Our Company: Gentiva Hospice is a member of the Gentiva family an industry leader in hospice, palliative, home health, a...
  • 3/28/2024 12:00:00 AM

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CDL A Truck Driver
  • Us Foods
  • Mill City, OR
  • ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE. Join Our Community ...
  • 3/28/2024 12:00:00 AM

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CDL-A Truck Driver - Home Weekly - Earn $105k-$135k/Year
  • C.R. England
  • Mill City, OR
  • C.R. England is Now Hiring Experienced CDL-A Truck Drivers! Home Weekly - Drivers Earn $105,000-$135,000 Yearly* Valid C...
  • 3/27/2024 12:00:00 AM

Albany is the county seat of Linn County, and the 11th largest city in the State of Oregon. Albany is located in the Willamette Valley at the confluence of the Calapooia River and the Willamette River in both Linn and Benton counties, just east of Corvallis and south of Salem. It is predominantly a farming and manufacturing city that settlers founded around 1848. As of the 2010 United States Census, the population of Albany was 50,158. Its population was estimated by the Portland Research Center to be 51,583 in 2013. Albany has a home rule charter, a council–manager government, and a full-ti...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$72,624 to $116,014
Albany, Oregon area prices
were up 3.9% from a year ago

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