Senior Wealth Strategy Advisor

Us Bank; Des Moines (IA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

Retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Des Moines, IA is seeking a Wealth Management Advisor to lead investment planning and insurance strategies for high-net-worth clients. You will partner with AMG and open-architecture platforms to tailor portfolios, deliver market insights, and manage client relationships.

Required licenses and a bachelor’s degree, along with 3–5 years in financial sales, position you to grow within a collaborative team at U.S. Bank.

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

• Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
• Advise clients using AMG or open architecture to deliver investment strategy and portfolio construction tailored to client goals.
• Build knowledge of clients' goals and objectives to construct goals-based investment portfolios.

Skills

Bachelor's degree/equivalent

Financial sales experience

FINRA licenses

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in Des Moines, IA is seeking a Wealth Management Advisor to lead investment planning and insurance strategies for high-net-worth clients. You will partner with AMG and open-architecture platforms to tailor portfolios, deliver market insights, and manage client relationships.

Required licenses and a bachelor’s degree, along with 3–5 years in financial sales, position you to grow within a collaborative team at U.S. Bank.