Strategic Wealth Advisor & Planning Expert

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

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Job summary

U.S. Bank is seeking a Wealth Management Advisor in Tempe, AZ to lead investment planning, portfolio management, trust administration, and insurance delivery.

You will partner with a team to understand clients' goals and create tailored, goals-based investment portfolios using AMG or open architecture solutions. The role requires relevant FINRA licenses, a degree or equivalent experience, and 3–5 years in financial sales, with strong relationship and communication skills.

Qualifications

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

Responsibilities

• Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance
• Advise clients using asset management platforms to deliver investment strategy and portfolio construction

Skills

Financial planning

Relationship management

Sales & business development

Communication

Analytical thinking

Technical literacy

Education

Bachelor's degree or equivalent

Tools

Planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor in Tempe, AZ to lead investment planning, portfolio management, trust administration, and insurance delivery.

You will partner with a team to understand clients' goals and create tailored, goals-based investment portfolios using AMG or open architecture solutions. The role requires relevant FINRA licenses, a degree or equivalent experience, and 3–5 years in financial sales, with strong relationship and communication skills.