Wealth Advisor — Build Bespoke Portfolios & Planning

U.S. Bank; Las Vegas (NV); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Paid vacation

401(k) retirement plan

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Las Vegas seeks a Wealth Management Advisor to lead investment planning and insurance strategy for high-net-worth clients.

You’ll deliver tailored goals-based portfolios, coordinate with AMG or open architecture, and present investment ideas to clients with a holistic planning approach. The role requires 3–5 years in financial sales, a Bachelor's degree, and FINRA licenses plus state insurance credentials; strong relationship management and communication skills are essential.

Qualifications

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

Responsibilities

• Lead investment planning and portfolio construction for clients.
• Deliver strategies across asset management and insurance products.
• Present investment ideas with a holistic, goals-based approach.
• Partner with AMG or open architecture to tailor solutions.

Skills

Relationship management

Sales experience

Financial licenses

Education

Bachelor's degree or equivalent

Tools

Desktop planning tools

Job description

U.S. Bank in Las Vegas seeks a Wealth Management Advisor to lead investment planning and insurance strategy for high-net-worth clients.

You’ll deliver tailored goals-based portfolios, coordinate with AMG or open architecture, and present investment ideas to clients with a holistic planning approach. The role requires 3–5 years in financial sales, a Bachelor's degree, and FINRA licenses plus state insurance credentials; strong relationship management and communication skills are essential.