Wealth Management Advisor – Investments & Planning

US Bank; Meridian (ID); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic and optional)

Disability insurance (short/long term)

Parental leave

401(k) retirement plan

Paid vacation 2–5 weeks

Holiday opportunities

Adoption assistance

Sick leave

Job summary

U.S. Bank’s Wealth Management Advisor leads on investment planning, securities, and insurance products for high-net-worth clients. They collaborate with AMG or open architecture to deliver market views, due diligence, and portfolio construction tailored to client goals.

The role requires a bachelor’s degree, 3–5 years in financial sales for affluent clients, and FINRA licenses plus state insurance license. Strong relationship skills and knowledge of private banking products are expected.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Three to five years in a financial sales role, preferably with affluent clients.
• FINRA licenses and state insurance license required.

Responsibilities

• Lead on investment planning and advisory for wealth management clients.
• Partner with AMG or open architecture teams to deliver investment strategies.
• Construct goals-based portfolios and tailored investment plans.
• Support clients with portfolio management, trust administration and insurance solutions.

Skills

FINRA Series 7 license

FINRA Series 63/65/66 license

State insurance license

Education

Bachelor's degree

Job description

U.S. Bank’s Wealth Management Advisor leads on investment planning, securities, and insurance products for high-net-worth clients. They collaborate with AMG or open architecture to deliver market views, due diligence, and portfolio construction tailored to client goals.

The role requires a bachelor’s degree, 3–5 years in financial sales for affluent clients, and FINRA licenses plus state insurance license. Strong relationship skills and knowledge of private banking products are expected.