Wealth Advisor: Investments & Planning

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

Job summary

U.S. Bank's Wealth Management Advisor role leads investment planning and insurance services for clients, partnering with AMG or U.S. Bancorp Investment to tailor portfolios and strategies. This position emphasizes goals-based planning and holistic wealth guidance.

The role requires a bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus an insurance license, with strong communication and relationship skills. Base salary ranges with incentive potential are provided.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of experience in a financial sales position.
• FINRA Series 7, 63, 65 or 66 license and state insurance license.
• Knowledge in financial planning including asset allocation and retirement planning.
• Ability to present investment strategies and manage client relationships.

Skills

Financial planning

Relationship management

Sales skills

Analytical thinking

Communication

Software proficiency

Education

Bachelor's degree or equivalent work experience

Tools

Desktop planning tools

Job description

U.S. Bank's Wealth Management Advisor role leads investment planning and insurance services for clients, partnering with AMG or U.S. Bancorp Investment to tailor portfolios and strategies. This position emphasizes goals-based planning and holistic wealth guidance.

The role requires a bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus an insurance license, with strong communication and relationship skills. Base salary ranges with incentive potential are provided.