Wealth Management Advisor: Build Custom Portfolios

US Bank; Surprise (AZ); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability benefits

Parental leave

401(k) and retirement plan

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank’s Wealth Management Advisor leads investment planning and advisory services for affluent clients, delivering tailored portfolios and insurance solutions. The role partners with AMG or open-architecture platforms to translate client goals into execution, research, and due diligence.

The position emphasizes comprehensive financial planning, strong client relationships, and the ability to present investment strategies with clarity and confidence.

Qualifications

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

Responsibilities

• Lead delivery of investment strategies and goals-based portfolios.
• Collaborate with AMG / open architecture to provide research and due diligence.
• Present strategies to clients with a holistic planning approach.

Skills

Financial sales experience

Relationship management

Sales and new business development

Portfolio construction

Communication skills

Analytical skills

Education

Bachelor's degree

Job description

U.S. Bank’s Wealth Management Advisor leads investment planning and advisory services for affluent clients, delivering tailored portfolios and insurance solutions. The role partners with AMG or open-architecture platforms to translate client goals into execution, research, and due diligence.

The position emphasizes comprehensive financial planning, strong client relationships, and the ability to present investment strategies with clarity and confidence.