Wealth Management Advisor: Strategic Investment Planner

U.S. Bank; Las Vegas (NV); On-site; USD 65,000 - 80,200; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Job summary

U.S. Bank is seeking a Wealth Management Advisor in Las Vegas, Nevada. This role involves leading investment planning and insurance strategies for affluent clients, necessitating strong financial planning knowledge and relationship management skills. Applicants should have relevant licenses and a Bachelor's degree or equivalent experience. The position offers a robust benefits package, including healthcare and a 401(k), alongside a competitive salary range of $65,000 to $80,200 annually.

Qualifications

• 3-5 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 insurance products on the Wealth Management Team.
• Construct goals-based investment portfolios tailored to clients' unique situations.

Skills

Financial planning

Investment strategies presentation

Relationship management

New business development

Education

Bachelor’s degree or equivalent work experience

Job description

U.S. Bank is seeking a Wealth Management Advisor in Las Vegas, Nevada. This role involves leading investment planning and insurance strategies for affluent clients, necessitating strong financial planning knowledge and relationship management skills. Applicants should have relevant licenses and a Bachelor's degree or equivalent experience. The position offers a robust benefits package, including healthcare and a 401(k), alongside a competitive salary range of $65,000 to $80,200 annually.