Wealth Management Advisor — Personal Portfolio Architect

Usbank; Beverly Hills (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Public holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product solutions within the Wealth Management Team. You will deliver strategies, advise clients, and construct goals-based portfolios while partnering with AMG or U.S.

Bancorp Investment platforms to provide tailored financial solutions. Ideal candidates have a strong background in financial planning, client relationship management, and sales, with required FINRA licenses and a state insurance license.

Qualifications

• Bachelor's degree or equivalent work experience.
• Three to five 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

• Lead investment planning and delivery of investment and insurance strategies.
• Advise clients using AMG or U.S. Bancorp Investment open architecture where appropriate.
• Collaborate with the team to understand client goals and construct goals-based investment portfolios.

Skills

Financial planning

Portfolio management

Relationship management

Sales

Communication

Education

Bachelor's degree

FINRA Series 7/63/65/66 license

State insurance license

Tools

AMG/Investment platform

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product solutions within the Wealth Management Team. You will deliver strategies, advise clients, and construct goals-based portfolios while partnering with AMG or U.S.

Bancorp Investment platforms to provide tailored financial solutions. Ideal candidates have a strong background in financial planning, client relationship management, and sales, with required FINRA licenses and a state insurance license.