Strategic Wealth Advisor

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

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

11 paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance solutions for affluent clients. You will collaborate with the Wealth Management Team to understand client goals and build tailored portfolios using AMG or open architecture.

The role requires a Bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus state insurance license. Strong communication, relationship management, and ability to present strategies are essential.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of experience in financial sales, preferably affluent clients.
• FINRA Series 7, 63, 65 or 66 and applicable state insurance license.

Responsibilities

• Lead investment planning and insurance product delivery for clients.
• Partner with AMG to deliver investment strategy and portfolio construction.
• Advise clients and tailor goals-based portfolios.

Skills

Financial sales

Relationship management

Communication skills

Sales and new business development

Education

Bachelor's degree or equivalent

Tools

Planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance solutions for affluent clients. You will collaborate with the Wealth Management Team to understand client goals and build tailored portfolios using AMG or open architecture.

The role requires a Bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus state insurance license. Strong communication, relationship management, and ability to present strategies are essential.