Affluent Wealth Advisor

US Bank; Las Vegas (NV); Presencial; USD 65.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare

Life Insurance

Disability Insurance

Parental Leave

401(k)

Paid Vacation

Holidays

Adoption Assistance

Sick Leave

Descripción de la vacante

U.S. Bank’s Wealth Management Advisor role leads investment planning and insurance product delivery for clients, coordinating with AMG or Bancorp Investments to craft tailored portfolios.

You will help families understand goals, construct risk-adjusted portfolios, and provide research-backed advice on strategy, manager selection, and education funding within a holistic financial plan.

Formación

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

Responsabilidades

• Lead delivery of investment planning, portfolio management, trust administration, and insurance strategies.
• Partner with AMG or Bancorp Investments to provide research, asset allocation, and portfolio construction.
• Advise clients to develop tailored goals-based investment portfolios and maintain holistic planning.

Conocimientos

Affluent client focus

Relationship management

Sales experience

Communication skills

Financial planning

Educación

Bachelor's degree or equivalent

FINRA Series 7/63/65/66 license

State insurance license

Herramientas

Desktop planning tools

Descripción del empleo

U.S. Bank’s Wealth Management Advisor role leads investment planning and insurance product delivery for clients, coordinating with AMG or Bancorp Investments to craft tailored portfolios.

You will help families understand goals, construct risk-adjusted portfolios, and provide research-backed advice on strategy, manager selection, and education funding within a holistic financial plan.