Strategic Wealth Advisor: Client Growth & Planning

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k)

Paid vacation

11 paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a Wealth Management Advisor to serve as the investment planning and insurance lead on the Wealth Management Team. You will help clients by delivering strategies, portfolio construction and tailored financial plans based on their goals.

The role requires experience in financial sales, licenses including FINRA and state insurance, and the ability to present comprehensive wealth solutions with a holistic planning approach.

Qualifications

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

Responsibilities

• Lead investment planning, portfolio management and insurance product delivery.
• Collaborate with AMG or open architecture teams to tailor goals-based portfolios.
• Advise clients on investment strategies and risk management.
• Build and maintain relationships to drive new business development.

Skills

Relationship management

Sales

Communication skills

Analytical skills

Education

Bachelor's degree, or equivalent work experience

FINRA Series 7, 63, 65 or 66 license

State insurance license

Job description

U.S. Bank is seeking a Wealth Management Advisor to serve as the investment planning and insurance lead on the Wealth Management Team. You will help clients by delivering strategies, portfolio construction and tailored financial plans based on their goals.

The role requires experience in financial sales, licenses including FINRA and state insurance, and the ability to present comprehensive wealth solutions with a holistic planning approach.