Elite Wealth Advisor for Affluent Clients

US Bank; Greenwich (CT); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Total rewards program

Adoption assistance

Fertility solutions

Maternity/paternity leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance solutions for affluent clients. You will meet clients, assess needs, and tailor comprehensive financial strategies.

Join a supportive team with access to a broad product suite and research resources, delivering personalized guidance and a high-quality client experience across portfolios and insurance services.

Qualifications

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

Responsibilities

• Meet with affluent clients to collect financial information and assess investment needs.
• Determine suitable financial products for clients' circumstances.
• Facilitate delivery of portfolio management, trust administration, investment advisory, and insurance.
• Deliver investment strategy, research, and due diligence.
• Portfolio construction yielding tailored investment management and insurance services.

Skills

FINRA Series 7

Series 66/63/65

Insurance license

Financial sales

Affluent clients

Education

Bachelor's degree

Tools

Salesforce

MoneyGuidePro

Seismic

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance solutions for affluent clients. You will meet clients, assess needs, and tailor comprehensive financial strategies.

Join a supportive team with access to a broad product suite and research resources, delivering personalized guidance and a high-quality client experience across portfolios and insurance services.