Strategic Wealth Advisor for Affluent Clients

U.S. Bank; Saint Paul (MN); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare benefits

Life insurance

Disability insurance

Retirement plan (401(k))

Paid time off

Holiday opportunities

Adoption assistance

Leave benefits

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance product delivery within the Wealth Management Team.

You will collaborate with clients to understand goals, construct goals-based portfolios, and deliver tailored investment management and insurance services using the firm’s platforms. The role requires a financial sales background, FINRA licenses, and state insurance licensing, with opportunities to advance in wealth management services.

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.
• Advise clients using AMG or open architecture to deliver investment strategy and portfolio construction.
• Present investment strategies and maintain a holistic financial plan for clients.

Skills

Relationship management

Sales & new business development

Communication skills

Analytical/problem-solving

Investment knowledge

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance product delivery within the Wealth Management Team.

You will collaborate with clients to understand goals, construct goals-based portfolios, and deliver tailored investment management and insurance services using the firm’s platforms. The role requires a financial sales background, FINRA licenses, and state insurance licensing, with opportunities to advance in wealth management services.