Strategic Wealth Advisor for Affluent Clients

U.S. Bank; Downey, Northern (CA, KY); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability benefits

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank’s Wealth Management Advisor role leads investment planning and insurance strategies for high-net-worth clients. You will deliver tailored portfolios, partner with AMG or U.S. Bancorp Investment, and present investment ideas based on clients’ goals.

The position requires a bachelor's degree, 3–5 years in financial sales, FINRA licenses 7/63/65/66 and a state insurance license. Salary ranges from $65,000 to $80,200 with incentive eligibility.

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 license and applicable state insurance license.
• Knowledge of financial planning, asset allocation, retirement planning, and education funding.
• Knowledge of private banking products, credit processes, and related services.

Responsibilities

• Lead investment planning and investment and insurance product delivery.
• Advise clients using AMG or U.S. Bancorp Investment's open architecture to deliver investment strategy and due diligence.
• Construct goals-based investment portfolios based on clients' objectives.
• Present investment strategies to clients and maintain a holistic planning approach.
• Develop relationships and drive new business opportunities.

Skills

Relationship management

Sales skills

New business development

Communication skills

Analytical skills

Problem solving

Education

Bachelor's degree or equivalent

Job description

U.S. Bank’s Wealth Management Advisor role leads investment planning and insurance strategies for high-net-worth clients. You will deliver tailored portfolios, partner with AMG or U.S. Bancorp Investment, and present investment ideas based on clients’ goals.

The position requires a bachelor's degree, 3–5 years in financial sales, FINRA licenses 7/63/65/66 and a state insurance license. Salary ranges from $65,000 to $80,200 with incentive eligibility.