Strategic Wealth Advisor for Goals-Based Planning

Usbank; Las Vegas (NV); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and retirement plan

Paid vacation

Paid holidays

Job summary

U.S. Bank is seeking a Wealth Management Advisor in Las Vegas to lead investment planning and insurance product delivery within the Wealth Management Team.

You will construct goals-based portfolios, advise clients, and partner with AMG or open architecture to deliver investment strategies. The role requires a Bachelor's degree (or equivalent), 3–5 years in financial sales, and applicable FINRA and state licenses.

Qualifications

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

Responsibilities

• Lead investment planning and advisory delivery for Wealth Management Team.
• Collaborate with AMG or open architecture to construct goals-based portfolios.
• Advise clients and families to align investments with goals and risk tolerance.

Skills

Financial planning knowledge

Portfolio management

Relationship management

Sales experience

Communication skills

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Wealth Management Advisor in Las Vegas to lead investment planning and insurance product delivery within the Wealth Management Team.

You will construct goals-based portfolios, advise clients, and partner with AMG or open architecture to deliver investment strategies. The role requires a Bachelor's degree (or equivalent), 3–5 years in financial sales, and applicable FINRA and state licenses.