Wealth Management Advisor for Affluent Clients

Us Bank

Florida

On-site

USD 65,000 - 80,000

Full time

13 days ago

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Benefits offered by this job

Healthcare

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Parental leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance services for affluent clients. You’ll collect client information, assess needs, and tailor strategies within a collaborative wealth management team.

You’ll deliver market views, research, and portfolio construction while coordinating with other bank channels to provide comprehensive client solutions. This role emphasizes client relationships and a strong product portfolio.

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 and 66 or Series 7 and 63/65 and applicable state license.

Responsibilities

Meet with affluent clients to collect financial information and assess needs.
Determine suitable financial products for clients' circumstances.
Deliver strategies including portfolio management, trust administration, and insurance.
Provide investment views, due diligence, and research on managers/funds/securities.
Construct portfolios for tailored investment management and insurance services.
Collaborate with other U.S. Bank channels as appropriate.