Wealth Management Advisor for Affluent Clients

U.S. Bank; Florida; On-site; USD 65,000 - 80,000; Full time

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.

Skills

Relationship management

Sales experience

Financial planning

Investment knowledge

Presentations

FINRA licenses (7/66 or 7/63/65)

Education

Bachelor's degree or equivalent

Tools

Salesforce

MoneyGuidePro

Seismic

Job description

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.