Affluent Wealth Strategy Advisor

U.S. Bank

Saint Paul (MN)

On-site

USD 65,000 - 80,000

Full time

4 days ago

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Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

The Wealth Management Advisor (WMA) leads investment planning and insurance products on the Wealth Management Team. The WMA facilitates delivery of strategies including portfolio management, trust administration, investment advisory and insurance, partnering with colleagues to understand clients’ goals and build goals-based portfolios.

WMAs advise using U.S. Bank's AMG or Bancorp Investment open architecture to deliver market views, investment strategy, due diligence and portfolio construction

Qualifications

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

Responsibilities

Lead investment planning and insurance product delivery on the Wealth Management Team.
Assist clients by understanding goals and constructing goals-based investment portfolios.
Advise clients using AMG or Bancorp Investment open architecture to deliver investment strategy and due diligence.

Skills

Financial sales

Affluent clients

Relationship management

Communication skills

Investment strategies

Portfolio management

Sales cross-selling

Problem solving

Financial planning

Education

Bachelor's degree

Tools

Desktop planning tools

Job description

WMAs advise using U.S. Bank's AMG or Bancorp Investment open architecture to deliver market views, investment strategy, due diligence and portfolio construction

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