Wealth Management Advisor: Strategic Investment Planner

U.S. Bank; Sun City (AZ); 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

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products within the Wealth Management Team. You will collaborate with advisors to understand clients' goals and build tailored portfolios using AMG or open architecture to deliver investment research and strategies.

The role requires a solid foundation in financial planning, strong relationship skills, and the ability to present investment strategies holistically to clients.

Qualifications

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

Responsibilities

• Lead investment planning and advisory within the Wealth Management Team.
• Construct goals-based investment portfolios for clients.
• Collaborate with AMG or open architecture to deliver research and portfolio construction.

Skills

Financial sales experience

FINRA licenses (7/63/65/66)

State insurance license

Education

Bachelor's degree or equivalent

Tools

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products within the Wealth Management Team. You will collaborate with advisors to understand clients' goals and build tailored portfolios using AMG or open architecture to deliver investment research and strategies.

The role requires a solid foundation in financial planning, strong relationship skills, and the ability to present investment strategies holistically to clients.