Wealth Management Advisor: Client Planning & Investments

U.S. Bank; Waukee (IA); Presencial; USD 65.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Disability insurance

Descripción de la vacante

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

The role involves facilitating strategies across portfolio management, trust administration, and investment advisory to tailor goals-based portfolios for affluent clients. You will collaborate with the team to understand clients’ objectives, present strategies, and leverage U.S.

Formación

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

Responsabilidades

• Lead on wealth management strategies, including portfolio management, trust administration, investment advisory and insurance.
• Partner with the team to understand clients’ goals and construct goals-based investment portfolios.
• Present investment strategies and maintain a holistic planning approach while leveraging AMG or open architecture.

Conocimientos

Financial planning

Relationship management

Sales

Communication skills

Analytical skills

Problem solving

Interpersonal skills

Software proficiency

Educación

Bachelor’s degree, or equivalent work experience

Descripción del empleo

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

The role involves facilitating strategies across portfolio management, trust administration, and investment advisory to tailor goals-based portfolios for affluent clients. You will collaborate with the team to understand clients’ objectives, present strategies, and leverage U.S.