Wealth Advisor for Affluent Clients

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

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Adoption assistance

Parental leave

Job summary

U.S. Bank Wealth Management is hiring an Advisor to lead investment planning and insurance product delivery for affluent clients. You will work within a collaborative team, delivering tailored strategies and coordinating across channels to meet client goals.

The role emphasizes financial planning expertise, relationship development, and the ability to present and implement customized investment solutions using a robust product suite.

Qualifications

• Meet affluent clients to collect financial information and assess needs.
• Provide investment advisory and portfolio management services.
• Demonstrate strong presentation and relationship-building abilities.

Responsibilities

• Meet with affluent clients to collect financial information, conduct discovery, assess investment needs, and evaluate each client’s unique needs.
• Determine suitable financial products for clients’ circumstances and deliver strategies across portfolio management, trust administration, investment advisory, and insurance.
• Deliver market views, investment strategy, research, and due diligence to support client decisions.
• Construct tailored investment management and insurance services based on client situations.
• Refer and partner with other financial services within U.S. Bank channels as appropriate.

Skills

Client meetings

Portfolio management

Investment advisory

Relationship management

Sales

Communication skills

Education

Bachelor's degree or equivalent work experience

Tools

MoneyGuidePro

Salesforce

Seismic

Job description

U.S. Bank Wealth Management is hiring an Advisor to lead investment planning and insurance product delivery for affluent clients. You will work within a collaborative team, delivering tailored strategies and coordinating across channels to meet client goals.

The role emphasizes financial planning expertise, relationship development, and the ability to present and implement customized investment solutions using a robust product suite.