Affluent Wealth Advisor & Planning Specialist

U.S. Bank; Sarasota (FL); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance discussions with affluent clients. You will collect financial information, assess needs, and tailor strategies across portfolios and products.

This role emphasizes client relationships, disciplined advice, and collaborative service across bank channels. The position involves delivering market insights, managing client expectations, and coordinating with specialists to provide comprehensive financial

Qualifications

• Bachelor's degree, or equivalent work experience.
• 3–5 years of experience in financial sales, preferably with affluent clients, FINRA Series 7 & 66 or Series 7/63/65 and applicable state insurance license.
• FINRA Series 7 and 66 or Series 7/63/65 with applicable state insurance license.

Responsibilities

• Meet with affluent clients to collect financial information, conduct discovery, assess investment needs, and evaluate client needs.
• Determine suitable financial products for clients based on their circumstances.
• Deliver strategies including portfolio management, trust administration, investment advisory, and insurance.
• Provide economic views, investment strategy, and due diligence on funds and securities.
• Construct portfolios that tailor investment management and insurance services.
• Refer and partner with other U.S. Bank channels as appropriate.

Skills

Financial sales

Affluent clients

Relationship building

Communication

Education

Bachelor's degree or equivalent

Tools

MoneyGuidePro

Salesforce

Seismic

Insurance license

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance discussions with affluent clients. You will collect financial information, assess needs, and tailor strategies across portfolios and products.

This role emphasizes client relationships, disciplined advice, and collaborative service across bank channels. The position involves delivering market insights, managing client expectations, and coordinating with specialists to provide comprehensive financial