Holistic Wealth Planning Advisor

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

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor (WMA) to lead investment planning and insurance services for clients. The WMA delivers strategies, manages portfolios, and collaborates with AMG or open architecture to provide research and due diligence for tailored portfolios.

Ideal candidates have 3–5 years in financial sales, FINRA licenses, and a bachelor’s degree or equivalent. The role emphasizes goals-based planning, relationship management, and a holistic approach to wealth management

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 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 investment and insurance strategies for clients.
• Partner with AMG or open architecture for research, due diligence and portfolio construction.
• Advise clients with goals‑based planning and holistic wealth management.

Skills

Financial sales experience

Affluent client focus

FINRA licenses

Education

Bachelor's degree or equivalent

Tools

Planning tools (desktop)

Job description

U.S. Bank is seeking a Wealth Management Advisor (WMA) to lead investment planning and insurance services for clients. The WMA delivers strategies, manages portfolios, and collaborates with AMG or open architecture to provide research and due diligence for tailored portfolios.

Ideal candidates have 3–5 years in financial sales, FINRA licenses, and a bachelor’s degree or equivalent. The role emphasizes goals-based planning, relationship management, and a holistic approach to wealth management