Strategic Wealth Advisor & Investment Planner

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

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

401(k) retirement

Paid vacation

Job summary

U.S. Bank is seeking a Wealth Management Advisor in Lincoln to lead investment planning and insurance strategies for affluent clients. You will collaborate with AMG or U.S. Bancorp Investment to tailor goals-based portfolios and deliver comprehensive financial guidance.

The role requires a Bachelor's degree, 3–5 years of financial sales experience, FINRA licenses, and an insurance license. Planning tools and strong client relationships are essential to grow assets and deliver outstanding service.

Qualifications

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

Skills

Sales experience

Affluent clients

Relationship management

Communication skills

Analytical skills

Problem solving

Team collaboration

Education

Bachelor's degree

Tools

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor in Lincoln to lead investment planning and insurance strategies for affluent clients. You will collaborate with AMG or U.S. Bancorp Investment to tailor goals-based portfolios and deliver comprehensive financial guidance.

The role requires a Bachelor's degree, 3–5 years of financial sales experience, FINRA licenses, and an insurance license. Planning tools and strong client relationships are essential to grow assets and deliver outstanding service.