Wealth Management Advisor: Craft Bespoke Portfolios

U.S. Bank; Henderson (NV); On-site; USD 65,000 - 80,200; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Henderson, NV is seeking a Wealth Management Advisor to lead investment planning and insurance services on the Wealth Management Team, delivering tailored strategies to high-net-worth clients.

You will construct goals-based portfolios and advise on AMG/open architecture to meet client objectives. Collaborating with relationship managers, you will translate market views into actionable plans, build long-term client relationships, and navigate complex financial scenarios to help

Qualifications

• Bachelor's degree or equivalent work experience in finance.
• FINRA licenses and state insurance license required or preferred.
• Strong knowledge of financial planning concepts and asset allocation.

Responsibilities

• Lead investment planning and insurance product guidance for clients.
• Construct goals-based investment portfolios and tailor strategies.
• Present investment strategies and maintain holistic planning approach.

Skills

Financial planning

Relationship management

Sales experience

Communication skills

Analytical skills

Education

Bachelor's degree or equivalent

FINRA Series 7/63/65/66 licenses

State insurance license

Tools

Desktop planning tools

Job description

U.S. Bank in Henderson, NV is seeking a Wealth Management Advisor to lead investment planning and insurance services on the Wealth Management Team, delivering tailored strategies to high-net-worth clients.

You will construct goals-based portfolios and advise on AMG/open architecture to meet client objectives. Collaborating with relationship managers, you will translate market views into actionable plans, build long-term client relationships, and navigate complex financial scenarios to help