Wealth Management Advisor: Portfolio & Planning

Us Bank; Saint Paul (MN); On-site; USD 65,000 - 80,000; Full time

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead the delivery of investment and insurance solutions for affluent clients. You will construct tailored, goals-based portfolios and collaborate with AMG and open-architecture platforms to provide comprehensive wealth management guidance.

You will partner with a Wealth Management Team to deliver personalized service, communicate market views, manage relationships, and pursue growth opportunities within a high-performing environment.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years' financial sales experience, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 licenses and state insurance license.

Responsibilities

• Lead goals-based investment portfolios and investment strategies for clients.
• Advise clients using AMG or U.S. Bancorp Investment's open architecture.
• Partner with the team to deliver investment and insurance solutions.
• Build strong client relationships and understand individual goals and objectives.

Skills

Relationship management

Sales

Communication skills

Analytical skills

Written communication

Education

Bachelor's degree or equivalent

Tools

FINRA Licenses

Insurance license

Job description

U.S. Bank seeks a Wealth Management Advisor to lead the delivery of investment and insurance solutions for affluent clients. You will construct tailored, goals-based portfolios and collaborate with AMG and open-architecture platforms to provide comprehensive wealth management guidance.

You will partner with a Wealth Management Team to deliver personalized service, communicate market views, manage relationships, and pursue growth opportunities within a high-performing environment.