Wealth Management Advisor: Build Bespoke Portfolios

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and retirement plan

Paid vacation

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance delivery on the Wealth Management Team. The role involves building tailored goals-based portfolios and partnering with AMG or U.S.

Bancorp Investment’s open architecture to present market views and investment strategies. Successful candidates will have 3–5 years in financial sales, required FINRA licenses, and a state insurance license.

Qualifications

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

Responsibilities

• Lead investment planning, portfolio management and insurance services.
• Collaborate with AMG or open-architecture platforms to deliver investment strategies.
• Develop tailored goals-based portfolios for clients and families.
• Maintain strong client relationships and identify new business opportunities.

Skills

Financial sales

Affluent clients

Relationship management

Communication skills

Analytical skills

Education

Bachelor's degree

FINRA Series 7/63/65 or 66 license

State insurance license

Tools

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance delivery on the Wealth Management Team. The role involves building tailored goals-based portfolios and partnering with AMG or U.S.

Bancorp Investment’s open architecture to present market views and investment strategies. Successful candidates will have 3–5 years in financial sales, required FINRA licenses, and a state insurance license.