Strategic Wealth Advisor

Usbank; Carson City (NV); On-site; USD 65,000 - 80,000; Full time

Job summary

U.S. Bank's Wealth Management Advisor role leads investment planning and insurance delivery for clients, delivering tailored portfolios and strategies based on goals. You will partner with AMG or U.S. Bancorp Investment to provide research, portfolio construction, and ongoing client guidance.

The position requires strong financial planning knowledge, relationship management, and licensing (FINRA 7/63/65/66; state insurance). Strong communication and analytical skills are essential.

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 delivery for clients.
• Construct goals-based investment portfolios.
• Advise clients using AMG or open architecture to deliver strategies and due diligence.

Skills

Financial planning

Relationship management

Sales

Communication

Analytical skills

Problem solving

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank's Wealth Management Advisor role leads investment planning and insurance delivery for clients, delivering tailored portfolios and strategies based on goals. You will partner with AMG or U.S. Bancorp Investment to provide research, portfolio construction, and ongoing client guidance.

The position requires strong financial planning knowledge, relationship management, and licensing (FINRA 7/63/65/66; state insurance). Strong communication and analytical skills are essential.