Wealth Strategy & Planning Advisor

US Bank; City of Westminster; Presencial; GBP 48 000 - 60 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare (medical, dental, vision)

Basic term and optional term life ins.

Short-term and long-term disability

Pregnancy disability and parentalLeave

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Resumo da oferta

U.S. Bank’s Wealth Management Advisor role leads the investment planning and insurance products delivery on the Wealth Management Team. You’ll tailor portfolios and coordinate with AMG or U.S. Bancorp Investment to translate client goals into strategic, goals-based plans.

The position requires experience in financial sales, relevant FINRA licenses, and a bachelor’s degree or equivalent, with a focus on building strong client relationships and providing comprehensive financial guidance.

Qualificações

• Bachelor's degree or equivalent work experience.
• Three to five years of experience in a financial sales position, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.

Responsabilidades

• Lead delivery of investment strategies and insurance products for clients.
• Advise clients with tailored goals-based portfolios and research.
• Collaborate with AMG or U.S. Bancorp Investment open architecture to support asset management.
• Build and maintain relationships to support new business development.

Conhecimentos

Investment planning

Portfolio management

Client advisory

Relationship management

Sales

Formação académica

Bachelor's degree or equivalent

FINRA Series 7/63/65 or 66 license

State insurance license

Descrição da oferta de emprego

U.S. Bank’s Wealth Management Advisor role leads the investment planning and insurance products delivery on the Wealth Management Team. You’ll tailor portfolios and coordinate with AMG or U.S. Bancorp Investment to translate client goals into strategic, goals-based plans.

The position requires experience in financial sales, relevant FINRA licenses, and a bachelor’s degree or equivalent, with a focus on building strong client relationships and providing comprehensive financial guidance.