Wealth Management Advisor: Build Bespoke Portfolios

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

Benefits offered by this job

Healthcare

Life insurance

Disability leave

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery within the Wealth Management Team.

The role focuses on understanding client goals and crafting tailored portfolios using AMG or open architecture, delivering research, and due diligence to support portfolio construction. Applicants should have 3–5 years in financial sales, FINRA licenses, and an applicable state insurance license.

Qualifications

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

Responsibilities

• Lead investment planning and insurance product delivery.
• Help clients develop goals-based investment portfolios.
• Collaborate with AMG or open architecture for investment strategy and due diligence.
• Present investment strategies and maintain a holistic financial plan.

Skills

Financial sales experience

FINRA licenses

Insurance license

Education

Bachelor's degree or equivalent

Tools

Desktop planning tools

General software

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery within the Wealth Management Team.

The role focuses on understanding client goals and crafting tailored portfolios using AMG or open architecture, delivering research, and due diligence to support portfolio construction. Applicants should have 3–5 years in financial sales, FINRA licenses, and an applicable state insurance license.