Wealth Management Advisor — Growth & Planning

US Bank; Georgia; On-site; USD 65,000 - 80,000; Full time

Job summary

U.S. Bank’s Wealth Management Team seeks a Wealth Management Advisor to lead investment planning and insurance product delivery for clients and families. You will tailor strategies to client goals and work with AMG or open architecture.

You will construct goals-based portfolios, advise on investments, and support client relationships while maintaining compliance and a service-centric approach.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of experience in a financial sales position, preferably working with the affluent client segment.
• FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.

Responsibilities

• Lead investment planning and insurance products delivery on the Wealth Management Team.
• Construct goals-based investment portfolios aligned with client objectives.

Education

Bachelor's degree or equivalent work experience

FINRA Series 7, 63, 65 or 66 license and applicable state insurance license

Job description

U.S. Bank’s Wealth Management Team seeks a Wealth Management Advisor to lead investment planning and insurance product delivery for clients and families. You will tailor strategies to client goals and work with AMG or open architecture.

You will construct goals-based portfolios, advise on investments, and support client relationships while maintaining compliance and a service-centric approach.