Wealth Management Advisor: Strategic Portfolio Partner

U.S. Bank; Stevens Point (WI); 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 and Safe Leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance services on the Wealth Management Team.

You will construct goals‑based portfolios, deliver investment strategies, and advise clients using AMG or open architecture for research and portfolio construction. Qualifying candidates hold a bachelor's degree and 3–5 years in financial sales, plus FINRA licenses and a state insurance license.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 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 insurance product delivery on the Wealth Management Team.
• Construct goals-based investment portfolios aligned with client objectives.
• Advise clients using AMG or U.S. Bancorp Investment's open architecture for research and portfolio construction.

Skills

Relationship management

Sales

New business development

Communication skills

Education

Bachelor's degree

FINRA Series 7, 63, 65 or 66 license

State insurance license

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance services on the Wealth Management Team.

You will construct goals‑based portfolios, deliver investment strategies, and advise clients using AMG or open architecture for research and portfolio construction. Qualifying candidates hold a bachelor's degree and 3–5 years in financial sales, plus FINRA licenses and a state insurance license.