Wealth Management Advisor: Build Custom Portfolios & Plans

Us Bank; Pella (IA); On-site; USD 65,000 - 80,200; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Retirement plan (401(k))

Paid vacation and holidays

Job summary

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

You will collaborate with clients to understand their goals and construct tailored, goals-based investment portfolios, leveraging AMG or open architecture for strategy and due diligence. The role requires experience in financial sales, relevant licenses, and strong relationship-building skills to support affluent clients and drive business development

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 licenses and applicable state insurance license.

Responsibilities

• Lead investment planning and investment and insurance product delivery on the Wealth Management Team.
• Advise clients using AMG or open architecture to deliver investment strategy and portfolio construction.
• Develop tailored goals-based investment portfolios and maintain strong client relationships.

Skills

Financial sales

Relationship management

Communication skills

Portfolio construction

Education

Bachelor's degree or equivalent

Job description

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

You will collaborate with clients to understand their goals and construct tailored, goals-based investment portfolios, leveraging AMG or open architecture for strategy and due diligence. The role requires experience in financial sales, relevant licenses, and strong relationship-building skills to support affluent clients and drive business development