Wealth Advisor: Growth, Planning & Client Impact

U.S. Bank; Palm Beach (FL); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Adoption assistance

Sick leave

Job summary

U.S. Bank’s Wealth Management team seeks a Wealth Management Advisor to lead investment planning and insurance strategies for affluent clients.

You will work within a collaborative advisory environment, leveraging a rich product portfolio and firm resources to grow client relationships across portfolio management, trust, and investment services. You’ll deliver market insights, construct tailored investment strategies, and coordinate with banking channels to provide holistic financial solutions

Qualifications

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

Responsibilities

• Meet with affluent clients to assess investment needs and tailor solutions.
• Match products to client circumstances.
• Deliver portfolios, trust admin, investment advisory and insurance strategies.
• Present market views and research to inform decisions.
• Construct portfolios tailored to client needs.
• Collaborate with other U.S. Bank channels to meet client needs

Skills

Relationship management

Sales experience

Communication skills

Presentation skills

Financial planning knowledge

Advisory experience

Education

Bachelor's degree, or equivalent work experience

Tools

MoneyGuidePro

Salesforce

Seismic

Job description

U.S. Bank’s Wealth Management team seeks a Wealth Management Advisor to lead investment planning and insurance strategies for affluent clients.

You will work within a collaborative advisory environment, leveraging a rich product portfolio and firm resources to grow client relationships across portfolio management, trust, and investment services. You’ll deliver market insights, construct tailored investment strategies, and coordinate with banking channels to provide holistic financial solutions