Wealth Management Advisor: Craft Bespoke Portfolios & Plans

U.S. Bank; Meridian (ID); On-site; USD 65,000 - 80,000; 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 seeks a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team. You will tailor goals-based portfolios and advise clients using U.S.

Bank's AMG or U.S. Bancorp Investment platforms to deliver customized investment management and insurance services. Ideal candidates have several years of financial sales experience, a strong licensing background, and a solid understanding of wealth planning, asset allocation, and client

Qualifications

• 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 or 66 license and applicable state insurance license.

Responsibilities

• The Wealth Management Advisor leads investment planning and insurance product delivery on the Wealth Management Team.
• Advices clients to construct goals-based investment portfolios using AMG or open architecture.

Skills

Bachelor's degree

Financial sales experience

FINRA licenses

Education

Bachelor's degree or equivalent

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team. You will tailor goals-based portfolios and advise clients using U.S.

Bank's AMG or U.S. Bancorp Investment platforms to deliver customized investment management and insurance services. Ideal candidates have several years of financial sales experience, a strong licensing background, and a solid understanding of wealth planning, asset allocation, and client