Strategic Wealth Advisor | Portfolio & Planning Lead

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

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental Leave

401(k)

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for clients. You will develop tailored portfolio strategies, align with clients' goals, and collaborate with AMG or open architecture for research and execution.

The role requires a bachelor’s degree, 3–5 years in financial sales for affluent clients, and FINRA licenses (7/63/65/66) plus state insurance credentials, with a strong emphasis on relationship management and communication.

Qualifications

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

Responsibilities

• Lead investment planning and advisory services for clients.
• Construct goals-based investment portfolios and strategies.
• Collaborate with AMG or open architecture teams to deliver research and portfolio construction.

Skills

Financial planning

Relationship management

Client advisory

Investment strategy

Communication skills

Sales

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for clients. You will develop tailored portfolio strategies, align with clients' goals, and collaborate with AMG or open architecture for research and execution.

The role requires a bachelor’s degree, 3–5 years in financial sales for affluent clients, and FINRA licenses (7/63/65/66) plus state insurance credentials, with a strong emphasis on relationship management and communication.