Strategic Wealth Planner for Affluent Clients

U.S. Bank; Centerville (OH); On-site; USD 48,000 - 80,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Disability insurance

Parental leave

Sick leave

Adoption assistance

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance strategies for affluent clients. You will work with AMG and open-architecture platforms to deliver tailored portfolios and comprehensive financial plans.

The role emphasizes client advisory, portfolio construction, and cross-team collaboration, with opportunities to grow within the wealth management group and its services.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 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

• Lead investment planning and advisory activities for clients and families.
• Deliver strategies including portfolio management, trust administration, and insurance.
• Present investment strategies and maintain a holistic planning approach.

Skills

Financial sales

Series licenses

State insurance license

Client advisory

Relationship management

Communication skills

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance strategies for affluent clients. You will work with AMG and open-architecture platforms to deliver tailored portfolios and comprehensive financial plans.

The role emphasizes client advisory, portfolio construction, and cross-team collaboration, with opportunities to grow within the wealth management group and its services.