Wealth Management Advisor: Portfolio & Planning

Us Bank; Pella (IA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and advisory services for affluent clients. You will deliver strategies including portfolio construction, trust administration, and insurance solutions, tailoring plans to each client’s goals.

Collaborate with the Wealth Management Team to understand client objectives, explain market views, and provide guidance on asset allocation and risk management. FINRA licenses and state insurance credentials are required.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Three to five 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 advisory services for clients, including portfolio management, trust administration, and insurance.
• Partner with Wealth Management Team to understand client goals and construct goals-based investment portfolios.
• Advise clients using AMG or open architecture to deliver investment strategies, research, and portfolio construction.

Skills

FINRA Series 7, 63, 65 or 66 license

State insurance license

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and advisory services for affluent clients. You will deliver strategies including portfolio construction, trust administration, and insurance solutions, tailoring plans to each client’s goals.

Collaborate with the Wealth Management Team to understand client objectives, explain market views, and provide guidance on asset allocation and risk management. FINRA licenses and state insurance credentials are required.