Senior Wealth Planner & Investment Advisor

U.S. Bank; Pella (IA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan with employer match

Paid vacation and holidays

Parental leave

Adoption assistance

Sick leave

Disability coverage

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, portfolio construction, and insurance strategies for affluent clients. You will partner with the Wealth Management Team to deliver goals-based investment solutions and provide tailored guidance tailored to each client’s financial objectives.

In this role, you will advise clients through U.S. Bank's Asset Management Group or open architecture platforms, and collaborate to develop strategies that address goals, risk

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years in a financial sales position, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 license and applicable state insurance license.
• Strong knowledge of financial planning, asset allocation, retirement planning, and education funding.
• Extensive knowledge of securities and private banking products and services.
• Excellent interpersonal, verbal and written communication skills.

Responsibilities

• Facilitate delivery of investment strategies and portfolio construction.
• Advise clients using AMG or open architecture to deliver research and recommendations.
• Develop tailored goals-based investment portfolios for clients and families.
• Build and maintain strong client relationships and identify new business opportunities.

Skills

Financial sales experience

Relationship management

Client-focused advisory

Communication skills

Education

Bachelor's degree or equivalent

Tools

FINRA Series 7/63/65/66 licenses

State insurance license

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, portfolio construction, and insurance strategies for affluent clients. You will partner with the Wealth Management Team to deliver goals-based investment solutions and provide tailored guidance tailored to each client’s financial objectives.

In this role, you will advise clients through U.S. Bank's Asset Management Group or open architecture platforms, and collaborate to develop strategies that address goals, risk