Wealth Management Advisor: Strategic Portfolio Planning

U.s. Bancorp; Seattle (WA); On-site; USD 65,000 - 65,500; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Disability insurance

Parental leave

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies for clients, building tailored goals-based portfolios. You will work with AMG or U.S. Bancorp Investment’s open architecture to deliver research, strategy, and portfolio construction.

Required are a bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus state insurance license. Seattle location with base salary in the mid-$60k range plus incentives.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Three to five years of experience in a financial sales position, preferably working with the affluent client segment.
• FINRA Series7,63,65 or66 license, and applicable state insurance license.

Responsibilities

• Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
• Partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios.
• Advise clients using U.S. Bank’s Asset Management Group (AMG) or U.S. Bancorp Investment’s open architecture to deliver economic and market views, investment strategy, manager/fund/security research, and due diligence, and portfolio construction resulting in tailored investment management and insurance services.

Skills

Relationship management

Sales

Education

Bachelor's degree

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies for clients, building tailored goals-based portfolios. You will work with AMG or U.S. Bancorp Investment’s open architecture to deliver research, strategy, and portfolio construction.

Required are a bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus state insurance license. Seattle location with base salary in the mid-$60k range plus incentives.