Strategic Wealth Planner for Affluent Clients

Us Bank; Reno (NV); On-site; USD 65,000 - 80,000; Full time

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance product delivery for high-net-worth clients. You will assess goals, construct tailored portfolios, and collaborate with AMG or open architecture to provide strategic investment guidance.

You will advise on portfolio construction, risk management, and comprehensive financial planning, leveraging sales skills and licenses to build trusted relationships and grow the wealth management business.

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

• Lead investment planning and insurance product delivery for clients.
• Construct goals-based portfolios aligned with client objectives.
• Provide research, due diligence, and portfolio construction through AMG or open architecture.

Skills

Financial sales experience

FINRA licenses

Insurance license

Education

Bachelor's degree or equivalent

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance product delivery for high-net-worth clients. You will assess goals, construct tailored portfolios, and collaborate with AMG or open architecture to provide strategic investment guidance.

You will advise on portfolio construction, risk management, and comprehensive financial planning, leveraging sales skills and licenses to build trusted relationships and grow the wealth management business.