Affluent Wealth Advisor & Portfolio Strategist

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

Benefits offered by this job

Healthcare insurance

Retirement plan

Paid vacation

Paid holidays

Disability insurance

Parental leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance services for high-net-worth clients.

You will deliver tailored strategies, collaborate with the Wealth Management Team, and help clients achieve their financial goals through comprehensive planning and portfolio construction. The role requires a bachelor's degree, 3–5 years in financial sales, and appropriate FINRA licenses along with a state insurance license.

Qualifications

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

Responsibilities

• Lead delivery of investment and insurance strategies.
• Understand client goals and build goals-based portfolios.
• Advise using AMG or open-architecture platforms for research and portfolio construction.

Skills

Financial sales

Affluent clients

Client relationship management

Communication skills

Investment advisory

Education

Bachelor's degree

Tools

FINRA licenses

Insurance license

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance services for high-net-worth clients.

You will deliver tailored strategies, collaborate with the Wealth Management Team, and help clients achieve their financial goals through comprehensive planning and portfolio construction. The role requires a bachelor's degree, 3–5 years in financial sales, and appropriate FINRA licenses along with a state insurance license.