Strategic Wealth Advisor for Affluent Clients

Us Bank; Chesterfield (MO); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Retirement Plan

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and deliver customized portfolios and insurance solutions for affluent clients.

You will collaborate with AMG/UBI open architecture to provide market insights, due diligence, and tailored financial strategies that align with individual goals. Success requires strong relationship management, sales ability, and deep knowledge of financial planning.

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

• Facilitate delivery of investment and insurance strategies.
• Advise clients using AMG/UBI open architecture and construct goals-based portfolios.
• Partner with the Wealth Management Team to understand client goals and tailor investment plans.
• Present investment strategies to clients and maintain a holistic financial plan.

Education

Bachelor's degree or equivalent

FINRA Series 7/63/65/66 licenses

State insurance license

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and deliver customized portfolios and insurance solutions for affluent clients.

You will collaborate with AMG/UBI open architecture to provide market insights, due diligence, and tailored financial strategies that align with individual goals. Success requires strong relationship management, sales ability, and deep knowledge of financial planning.