Wealth Management Advisor - Tailored Portfolios & Planning

U.S. Bank; Missouri; 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

Sick and Safe Leave

Job summary

A national financial institution is seeking a Wealth Management Advisor in Missouri to lead investment planning and provide tailored financial services to affluent clients. The role requires a bachelor's degree, financial sales experience, and relevant licenses. Key responsibilities include constructing personalized investment portfolios and advising clients on various financial strategies. The position offers a competitive salary ranging from $65,000 to $80,200 along with comprehensive benefits including healthcare and paid vacation.

Qualifications

• Three to five years of experience in a financial sales position.
• FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.
• Extensive knowledge of private banking products and services.

Responsibilities

• Facilitate delivery of investment and insurance products.
• Construct tailored investment portfolios for clients.
• Advise clients using U.S. Bank's asset management resources.

Skills

Financial planning

Relationship management

Analytical skills

Communication skills

Education

Bachelor's degree or equivalent work experience

Tools

Desktop planning tools

Job description

A national financial institution is seeking a Wealth Management Advisor in Missouri to lead investment planning and provide tailored financial services to affluent clients. The role requires a bachelor's degree, financial sales experience, and relevant licenses. Key responsibilities include constructing personalized investment portfolios and advising clients on various financial strategies. The position offers a competitive salary ranging from $65,000 to $80,200 along with comprehensive benefits including healthcare and paid vacation.