Strategic Wealth Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

11 paid holidays

Adoption assistance

Disability insurance

Parental leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, portfolio management, trust administration, and insurance services for affluent clients.

You will tailor goals-based portfolios and present strategies using AMG or open architecture, collaborating with a team to meet clients' financial objectives. The role requires a Bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus a state insurance license.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of experience in a financial sales position, preferably working with the affluent client segment.
• 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 by understanding their goals and constructing goals-based investment portfolios.
• Present investment strategies to clients and provide holistic planning.

Skills

Financial planning

Client relationship management

Sales skills

Communication skills

Analytical skills

Education

Bachelor's degree or equivalent

FINRA Series 7/63/65 or 66 license

State insurance license

Tools

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, portfolio management, trust administration, and insurance services for affluent clients.

You will tailor goals-based portfolios and present strategies using AMG or open architecture, collaborating with a team to meet clients' financial objectives. The role requires a Bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus a state insurance license.