Wealth Advisor - Build Goals-Based Portfolios

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer‑funded retirement

Paid vacation

Paid holidays

Job summary

U.S. Bank’s Wealth Management Advisors (WMAs) lead on investment planning and insurance product delivery within the Wealth Management Team. They partner with AMG or U.S.

Bancorp Investment’s open architecture to deliver tailored investment strategies, portfolio construction, and goals-based planning for clients and families. WMAs advise clients, leveraging broad knowledge of financial planning, securities, and private banking services, while maintaining strong relationship, sales, and

Qualifications

• Bachelor's degree, or equivalent work experience.
• Three to five years of experience in a financial sales position, preferably working with the affluent client segment.
• FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.

Responsibilities

• Lead on investment planning and insurance products within Wealth Management.
• Facilitate delivery of strategies including portfolio management and trust administration.
• Advise clients using AMG or open architecture to deliver tailored investment management and insurance services.
• Construct goals-based investment portfolios based on clients' objectives.

Skills

Relationship management

Sales

Analytical thinking

Communication skills

Problem solving

Education

Bachelor's degree or equivalent work experience

Tools

Desktop planning tools

Job description

U.S. Bank’s Wealth Management Advisors (WMAs) lead on investment planning and insurance product delivery within the Wealth Management Team. They partner with AMG or U.S.

Bancorp Investment’s open architecture to deliver tailored investment strategies, portfolio construction, and goals-based planning for clients and families. WMAs advise clients, leveraging broad knowledge of financial planning, securities, and private banking services, while maintaining strong relationship, sales, and