Strategic Wealth Advisor: Planning & Investments

U.S. Bank; Truckee (CA); Sur place; USD 65 000 - 80 000; Plein temps

Avantages offerts par ce poste

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Adoption assistance

Résumé du poste

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, portfolio management and insurance products for high-net-worth clients.

You will partner with a team to deliver tailored portfolios and comprehensive financial strategies, including goals-based planning and risk management. The role requires a strong knowledge of private banking products, excellent communication skills and the ability to present strategies to clients.

Qualifications

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

Responsabilités

• Lead delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
• Assist clients in understanding goals and construct goals-based investment portfolios.
• Advise clients using AMG or U.S. Bancorp Investment open architecture to deliver investment strategies and research.

Connaissances

Financial planning

Portfolio management

Relationship management

Sales

Communications

Formation

Bachelor's degree

Description du poste

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, portfolio management and insurance products for high-net-worth clients.

You will partner with a team to deliver tailored portfolios and comprehensive financial strategies, including goals-based planning and risk management. The role requires a strong knowledge of private banking products, excellent communication skills and the ability to present strategies to clients.