Strategic Wealth Planner for Affluent Clients

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

Benefits offered by this job

Healthcare

Retirement plan

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery within the Wealth Management Team. You will work with clients to understand their goals and build tailored, goals-based portfolios using AMG or open architecture.

The role requires a bachelor's degree, 3–5 years in financial sales, and FINRA licenses, with strong relationship management and communication skills. Benefits include healthcare, retirement plans, and paid time off.

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 and applicable state insurance license.

Responsibilities

• Lead investment planning and insurance strategies for clients.
• Construct goals-based portfolios using AMG or open architecture.
• Advise clients on investment strategy and portfolio construction.
• Partner with the team to deliver tailored financial solutions.

Skills

Client relationship management

Sales and business development

Communication skills

Analytical problem solving

Financial planning knowledge

Education

Bachelor's degree or equivalent experience

Tools

Planning software

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery within the Wealth Management Team. You will work with clients to understand their goals and build tailored, goals-based portfolios using AMG or open architecture.

The role requires a bachelor's degree, 3–5 years in financial sales, and FINRA licenses, with strong relationship management and communication skills. Benefits include healthcare, retirement plans, and paid time off.