Strategic Wealth Advisor for Affluent Clients

US Bank; Queen Creek (AZ); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for high-net-worth clients. You will deliver tailored portfolios, coordinate with asset management teams, and ensure a holistic financial plan aligned with client goals.

The role requires strong sales acumen, extensive knowledge of financial planning, and relevant FINRA licenses plus state insurance credentials. Excellent communication and relationship skills are essential for success.

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.

Responsibilities

• Lead investment planning and insurance product delivery for clients and families.
• Construct goals-based investment portfolios and provide advisory services.
• Collaborate with AMG or open architecture platforms to research and select suitable investments.

Skills

Sales experience

Communication skills

Relationship building

Financial planning knowledge

Technical proficiency

Education

Bachelor's degree or equivalent work experience

Tools

FINRA Series 7, 63, 65 or 66 licenses

State insurance license

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for high-net-worth clients. You will deliver tailored portfolios, coordinate with asset management teams, and ensure a holistic financial plan aligned with client goals.

The role requires strong sales acumen, extensive knowledge of financial planning, and relevant FINRA licenses plus state insurance credentials. Excellent communication and relationship skills are essential for success.