Strategic Wealth Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) retirement plan

Paid vacation

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance services for affluent clients. You will work with AMG or Bancorp Investment platforms to tailor goals-based portfolios and coordinate with the Wealth Management Team.

The role requires a Bachelor's degree, 3–5 years financial sales experience, and FINRA licenses (7/63/65 or 66) plus state insurance license. Strong relationship management and communication skills are essential.

Qualifications

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

Responsibilities

• Lead investment planning and insurance product delivery.
• Construct goals-based investment portfolios.
• Advise clients using AMG or Bancorp Investment platforms.
• Partner with Wealth Management Team to understand client goals.

Skills

Financial planning

Portfolio management

Relationship management

Sales

Communication skills

Analytical skills

Problem-solving

Interpersonal skills

Written communication

Education

Bachelor's degree

Tools

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance services for affluent clients. You will work with AMG or Bancorp Investment platforms to tailor goals-based portfolios and coordinate with the Wealth Management Team.

The role requires a Bachelor's degree, 3–5 years financial sales experience, and FINRA licenses (7/63/65 or 66) plus state insurance license. Strong relationship management and communication skills are essential.