Affluent Wealth Planner & Investment Advisor

Us Bank; Branson (MO); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) retirement plan

Paid vacation

Holidays

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product guidance for clients and families. You will construct portfolios, work closely with AMG or open architecture platforms, and deliver tailored investment management solutions.

The role focuses on understanding client goals, presenting strategies, and fostering long-term relationships while leveraging comprehensive wealth management resources.

Qualifications

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

Responsibilities

• Lead investment planning and insurance product delivery for clients.
• Develop tailored goals-based investment portfolios.
• Advise clients using AMG or open architecture platforms and perform due diligence.

Skills

Financial planning

Portfolio management

Relationship management

Communication skills

Sales skills

Analytical thinking

Education

Bachelor's degree or equivalent

Tools

FINRA licenses

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product guidance for clients and families. You will construct portfolios, work closely with AMG or open architecture platforms, and deliver tailored investment management solutions.

The role focuses on understanding client goals, presenting strategies, and fostering long-term relationships while leveraging comprehensive wealth management resources.