Strategic Wealth Advisor for Affluent Clients

U.S. Bank

South Lake Tahoe (CA)

On-site

USD 65,000 - 80,000

Full time

2 days ago

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Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank's Wealth Management Advisor role focuses on delivering investment planning, portfolio management, and insurance strategies for affluent clients. You will partner with the Wealth Management Team to understand goals, construct tailored portfolios, and provide research-backed investment guidance through AMG or open architecture.

Strong relationships and comprehensive planning are essential. The position requires a financial sales background, appropriate licenses, and the ability to

Qualifications

Bachelor's degree or equivalent work experience.
3–5 years in a financial sales position, preferably with affluent clients.
FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.

Responsibilities

Lead portfolio management strategies and insurance product delivery for clients.
Collaborate with AMG or open architecture to provide market views and research.
Construct tailored goals-based investment portfolios for clients and families.
Present investment strategies and maintain a holistic planning approach.

Skills

Financial sales experience

Portfolio management knowledge

Relationship management

Communication skills

Education

Bachelor's degree or equivalent work experience

Job description

Strong relationships and comprehensive planning are essential. The position requires a financial sales background, appropriate licenses, and the ability to

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