Nashville Wealth Advisor – Growth & Planning

U.S. Bank; Brentwood (TN); On-site; USD 65,000 - 80,200; Full time

Benefits offered by this job

Healthcare benefits

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Disability insurance

Parental leave

Job summary

U.S. Bank in Nashville is seeking a Wealth Management Advisor to work with affluent clients, collect financial information, assess investment needs, and tailor strategies across portfolios, trust administration, and insurance.

You will deliver market insights, perform due diligence, and collaborate with other bank channels to expand client relationships. The role offers a rich product suite, strong leadership support, and extensive training.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of experience in financial sales with affluent clients.
• FINRA Series 7 and 66 or Series 7 and 63/65 combination and applicable state insurance license.
• Strong presentation abilities and client relationship management.

Responsibilities

• Meet with affluent clients to collect financial information, assess needs, and tailor investment strategies.
• Facilitate delivery of investment advisory, portfolio management, and insurance solutions.
• Deliver market insights and perform due diligence on investments and managers.
• Collaborate with other U.S. Bank channels to refer and expand client relationships.

Skills

Strong presentation abilities

Relationship management

Sales and new business development

Excellent interpersonal communication

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in Nashville is seeking a Wealth Management Advisor to work with affluent clients, collect financial information, assess investment needs, and tailor strategies across portfolios, trust administration, and insurance.

You will deliver market insights, perform due diligence, and collaborate with other bank channels to expand client relationships. The role offers a rich product suite, strong leadership support, and extensive training.