Wealth Management Advisor: Build Impactful Portfolios

U.S. Bank; Tempe (AZ); Presencial; USD 65.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

401(k) employer-funded retirement plan

Paid vacation

Paid holidays

Adoption assistance

Disability insurance

Descripción de la vacante

U.S. Bank seeks a Wealth Management Advisor in Tempe to lead investment planning and advisory services for clients, delivering tailored portfolios and insurance solutions.

You will partner with the Wealth Management Team to understand client goals, offer research-backed guidance, and manage relationships with affluent clients. Accountabilities include facilitating strategies, presenting investment plans, and applying holistic financial planning within US Bancorp Investment’s frameworks.

Formación

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

Responsabilidades

• Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
• Construct goals-based investment portfolios and tailor plans to client objectives.
• Advise clients using AMG or open architecture to deliver investment views and research.
• Present investment strategies to clients and maintain a holistic planning approach.
• Collaborate with Wealth Management Team to enhance client relationships and cross-sell services.

Conocimientos

Financial sales

FINRA licenses

Insurance license

Goals-based planning

Asset allocation

Retirement planning

Relationship management

Communication skills

Securities knowledge

Private banking knowledge

Educación

Bachelor's degree, or equivalent

Herramientas

Desktop planning tools

Descripción del empleo

U.S. Bank seeks a Wealth Management Advisor in Tempe to lead investment planning and advisory services for clients, delivering tailored portfolios and insurance solutions.

You will partner with the Wealth Management Team to understand client goals, offer research-backed guidance, and manage relationships with affluent clients. Accountabilities include facilitating strategies, presenting investment plans, and applying holistic financial planning within US Bancorp Investment’s frameworks.