Strategic Wealth Advisor for Affluent Clients

U.S. Bank; Westminster (MD); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and advisory services for affluent clients. You will structure tailored portfolios, advise on investments and insurance, and collaborate with AMG or open-architecture platforms to align strategies with client goals.

Demonstrated commitment to comprehensive financial planning, strong client relationship skills, and regulatory licensing are essential. This role offers opportunities to grow within U.S.

Qualifications

• Bachelor’s degree or equivalent work experience.
• FINRA Series 7, 63, 65 or 66 licenses and applicable state insurance license.
• Three to five years of experience in a financial sales position, preferably with affluent clients.

Responsibilities

• Lead investment planning and investment and insurance strategies for clients.
• Construct goals-based investment portfolios.
• Perform portfolio construction and due diligence with AMG or open architecture partners.

Skills

Financial planning

Client communication

Relationship management

Sales

Analytical skills

Problem solving

Interpersonal skills

Planning tools

Education

Bachelor's degree

FINRA licenses

State insurance license

Tools

Desktop planning tools

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and advisory services for affluent clients. You will structure tailored portfolios, advise on investments and insurance, and collaborate with AMG or open-architecture platforms to align strategies with client goals.

Demonstrated commitment to comprehensive financial planning, strong client relationship skills, and regulatory licensing are essential. This role offers opportunities to grow within U.S.