Holistic Wealth Advisor: Portfolio & Planning

U.S. Bank; Santa Fe (NM); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic life insurance

Disability insurance (short/long term)

Parental leave

401(k) and retirement plan

Paid vacation and holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery within the Wealth Management Team. You will tailor portfolios to client goals and collaborate with AMG or open architecture for research and due diligence.

Required credentials include FINRA licenses and a strong track record in financial sales with affluent clients, along with a relevant degree. Strong relationship skills are essential in a client-focused environment.

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, 63, 65 or 66 license, and applicable state insurance license.

Responsibilities

• Lead investment planning and insurance product delivery on the Wealth Management Team.
• Construct goals-based portfolios tailored to clients' objectives.
• Advise clients using AMG or open architecture for research and due diligence.
• Present investment strategies and maintain a holistic financial plan.

Skills

Financial sales experience

Affluent client focus

Relationship management

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery within the Wealth Management Team. You will tailor portfolios to client goals and collaborate with AMG or open architecture for research and due diligence.

Required credentials include FINRA licenses and a strong track record in financial sales with affluent clients, along with a relevant degree. Strong relationship skills are essential in a client-focused environment.