Strategic Wealth Advisor & Portfolio Planner

U.S. Bank; Sioux Falls (SD); 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

Sick leave

Résumé du poste

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services, focusing on affluent clients and delivering tailored investment solutions. You will partner with the team to understand clients’ goals and construct goals-based portfolios.

The role requires knowledge of AMG or U.S. Bancorp Investment open architecture, strong relationship skills, and the ability to present complex strategies clearly to clients.

Qualifications

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

Responsabilités

• Lead investment planning and investment and insurance product delivery on the Wealth Management Team.
• Coordinate strategies with AMG or U.S. Bancorp Investment open architecture for tailored portfolios.
• Advise clients on goals-based investing and portfolio construction to meet unique objectives.
• Develop strong client relationships and provide comprehensive financial guidance.

Connaissances

Financial sales

Wealth management

FINRA licenses

Insurance license

Relationship management

Communication skills

Portfolio presentation

Formation

Bachelor's degree or equivalent

Outils

Desktop planning tools

Description du poste

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services, focusing on affluent clients and delivering tailored investment solutions. You will partner with the team to understand clients’ goals and construct goals-based portfolios.

The role requires knowledge of AMG or U.S. Bancorp Investment open architecture, strong relationship skills, and the ability to present complex strategies clearly to clients.