Wealth Management Advisor — Build Tailored Portfolios

Us Bank; Carson City (NV); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance - basic and optional

Short-term and long-term disability

Parental leave

401(k) and employer-funded retirement

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor (WMA) to lead investment planning and advisory services for high-net-worth clients. You will facilitate portfolio construction, trust administration, and delivery of investment strategies in collaboration with AMG or open architecture platforms.

The role requires in-depth knowledge of financial planning, asset allocation and relationship management to provide holistic planning and tailored solutions.

Qualifications

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

Responsibilities

• Lead investment planning, portfolio management and insurance delivery for clients.
• Collaborate with AMG or open architecture to deliver investment strategy and due diligence.
• Construct goals-based investment portfolios tailored to each client’s situation.

Skills

Financial sales experience

FINRA licenses

State insurance license

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Wealth Management Advisor (WMA) to lead investment planning and advisory services for high-net-worth clients. You will facilitate portfolio construction, trust administration, and delivery of investment strategies in collaboration with AMG or open architecture platforms.

The role requires in-depth knowledge of financial planning, asset allocation and relationship management to provide holistic planning and tailored solutions.