Wealth Management Advisor — Portfolio Strategy Lead

U.S. Bank; Beverly Hills (CA); 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

Up to 11 paid holiday opportunities

Adoption assistance

Job summary

U.S. Bank is seeking a Wealth Management Advisor (WMA) to lead investment planning, advisory and insurance services within the Wealth Management Team.

The WMAs partner with specialists to tailor goals-based portfolios and deliver asset management guidance, using AMG or open architecture for research and due diligence. The role emphasizes building client relationships, presenting strategies, and coordinating with teams to meet clients' financial objectives, including trust and education funding

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years in a financial sales position, preferably with affluent clients.

Responsibilities

• Facilitate delivery of investment strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
• Engage with clients to understand goals and construct goals-based portfolios.
• Present investment strategies and maintain a holistic planning approach.

Skills

Relationship management

Sales

Communication

New business development

Analytical thinking

Problem solving

Interpersonal skills

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Wealth Management Advisor (WMA) to lead investment planning, advisory and insurance services within the Wealth Management Team.

The WMAs partner with specialists to tailor goals-based portfolios and deliver asset management guidance, using AMG or open architecture for research and due diligence. The role emphasizes building client relationships, presenting strategies, and coordinating with teams to meet clients' financial objectives, including trust and education funding