Strategic Wealth Advisor

Us Bank; Nampa (ID); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery within the Wealth Management Team. You will translate client goals into tailored, goals-based portfolios and work with AMG/open architecture for research and strategy.

The role emphasizes relationship management, sales, and holistic planning, with base salary plus incentive eligibility. A strong knowledge of private banking offerings and securities is required.

Qualifications

• Bachelor's degree or equivalent work experience required.
• 3–5 years in a financial sales role, preferably with affluent clients.
• FINRA licenses (7/63/65/66) and state insurance license required.

Responsibilities

• Lead investment planning and insurance product delivery for clients.
• Partner with team to understand client goals and build portfolios.
• Advise using AMG or open architecture for research and portfolio construction.
• Maintain strong client relationships and holistic planning approach.

Skills

Financial planning knowledge

Securities industry knowledge

Private banking products

Portfolio presentation skills

Relationship management

Sales and new business development

Analytical and problem-solving

Interpersonal and communication skills

Proficiency with planning tools

Education

Bachelor's degree or equivalent

FINRA Series 7/63/65/66 licenses

State insurance license

Tools

Planning software

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery within the Wealth Management Team. You will translate client goals into tailored, goals-based portfolios and work with AMG/open architecture for research and strategy.

The role emphasizes relationship management, sales, and holistic planning, with base salary plus incentive eligibility. A strong knowledge of private banking offerings and securities is required.