Strategic Wealth Advisor for Affluent Clients

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

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Holiday opportunities

Sick leave

Adoption assistance

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products on our Wealth Management Team.

You will facilitate strategies including portfolio management, trust administration and investment advisory, tailoring goals-based portfolios for clients and families. Qualified candidates bring 3–5 years in financial sales, a Bachelor’s degree or equivalent, and FINRA licenses 7/63/65 or 66 plus a state insurance license.

Qualifications

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

Responsibilities

• Lead investment planning and insurance products on the Wealth Management Team.
• Deliver strategies including portfolio management, trust administration and advisory services.
• Advise clients using AMG or U.S. Bancorp Investments open architecture to tailor portfolios.

Skills

Financial sales

Affluent client focus

Education

Bachelor's degree or equivalent

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65 or 66

State insurance license

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products on our Wealth Management Team.

You will facilitate strategies including portfolio management, trust administration and investment advisory, tailoring goals-based portfolios for clients and families. Qualified candidates bring 3–5 years in financial sales, a Bachelor’s degree or equivalent, and FINRA licenses 7/63/65 or 66 plus a state insurance license.