Strategic Wealth Advisor

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

Benefits offered by this job

Healthcare

Retirement plan

Paid vacation

Multiple holidays

Parental leave

Disability insurance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for affluent clients. You will coordinate strategies across portfolio management, trust administration, and insurance, tailoring portfolios to clients’ goals.

The role requires FINRA and state insurance licenses, with strong client-facing and relationship-management skills to drive growth within the Wealth Management Team.

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 licenses and applicable state insurance license.

Responsibilities

• Lead investment planning and insurance product delivery on the Wealth Management Team.
• Assist clients and families by understanding goals and constructing goals-based portfolios.
• Advise clients using AMG or open architecture to deliver investment strategy and portfolio construction.
• Partner with the team to deliver tailored investment management and insurance services.

Skills

Financial planning

Relationship management

Investment advisory

Sales experience

Communication skills

Portfolio construction

Education

Bachelor's degree

Tools

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for affluent clients. You will coordinate strategies across portfolio management, trust administration, and insurance, tailoring portfolios to clients’ goals.

The role requires FINRA and state insurance licenses, with strong client-facing and relationship-management skills to drive growth within the Wealth Management Team.