Strategic Wealth Advisor for Affluent Clients

U.S. Bank; Oak Lawn (IL); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Retirement plan

Paid vacation

Parental leave

Life insurance

Job summary

U.S. Bank's Wealth Management team seeks an advisor to meet with affluent clients, assess investment needs, and tailor strategies across portfolio management, trust administration, investment advisory, and insurance.

You will deliver market insights, build durable client relationships, and collaborate across channels to deliver holistic financial solutions. A FINRA registration and state licenses, plus 3–5 years in financial sales, support success in this role.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Three to five years of experience in a financial sales position, preferably working with the affluent client segment.
• FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

Responsibilities

• Meet with affluent clients to collect financial information and assess needs.
• Determine suitable financial products for clients.
• Facilitate delivery of strategies including portfolio management and insurance.
• Deliver economic views, investment strategy, and due diligence.
• Construct tailored investment management and insurance solutions.
• Refer and partner with other wealth management channels.

Skills

Affluent client sales

Relationship management

Presentation skills

Education

Bachelor's degree or equivalent

Job description

U.S. Bank's Wealth Management team seeks an advisor to meet with affluent clients, assess investment needs, and tailor strategies across portfolio management, trust administration, investment advisory, and insurance.

You will deliver market insights, build durable client relationships, and collaborate across channels to deliver holistic financial solutions. A FINRA registration and state licenses, plus 3–5 years in financial sales, support success in this role.