Strategic Wealth Advisor for Goals-Based Investing & Planning

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

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental Leave

Retirement Plan

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products for affluent clients. You will build goals-based portfolios and work with AMG or Bancorp Investment to deliver strategic guidance.

Role requires FINRA licenses (7/63/65/66) and a state insurance license, with 3–5 years in financial sales. Excellent relationship management and communication skills are essential to grow the client base and assets under management.

Qualifications

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

Responsibilities

• Lead delivery of investment planning, advisory and insurance strategies for clients.
• Construct goals-based investment portfolios in collaboration with AMG or Bancorp Investment.
• Advise clients and families to understand goals and tailor portfolios accordingly.
• Develop and maintain strong client relationships and drive new business opportunities.

Skills

Financial sales experience

Client relationship management

Communication skills

FINRA Series 7/63/65/66 licenses

State insurance license

Education

Bachelor's degree or equivalent work experience

Tools

Investment platforms

Portfolio construction tools

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products for affluent clients. You will build goals-based portfolios and work with AMG or Bancorp Investment to deliver strategic guidance.

Role requires FINRA licenses (7/63/65/66) and a state insurance license, with 3–5 years in financial sales. Excellent relationship management and communication skills are essential to grow the client base and assets under management.