Strategic Wealth & Investment Advisor

US Bank; Lake Lotawana (MO); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

401(k) retirement plan

Paid vacation

Up to 11 paid holidays

Parental leave

Disability insurance

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance services for affluent clients.

You’ll partner with the Wealth Management Team to deliver strategies, portfolio construction, and goals-based planning that aligns with each client’s objectives. In this role, you’ll advise using our asset management platforms, manage client relationships, and collaborate with specialists to provide holistic financial solutions.

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.

Responsibilities

• Facilitate delivery of strategies and capabilities including portfolio management, trust administration and investment advisory and insurance.
• Construct goals-based investment portfolios tailored to clients' objectives.
• Advise clients using Asset Management Group (AMG) or open architecture to deliver market views and portfolio construction.
• Develop and maintain relationships with clients and families to understand goals and provide holistic planning.

Skills

Financial sales experience

FINRA licenses

State insurance license

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance services for affluent clients.

You’ll partner with the Wealth Management Team to deliver strategies, portfolio construction, and goals-based planning that aligns with each client’s objectives. In this role, you’ll advise using our asset management platforms, manage client relationships, and collaborate with specialists to provide holistic financial solutions.