Wealth Management Strategist for Affluent Clients

U.S. Bank; San Diego (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

401(k) and employer-funded retirement

Paid vacation

Sick leave

Job summary

U.S. Bank invites applications for the Wealth Management Advisor role on the Wealth Management Team. The WMA leads investment planning and insurance product delivery, crafting tailored portfolios based on each client's goals and circumstances.

The WMA partners with AMG or U.S. Bancorp Investment's open architecture to deliver market views, due diligence, and portfolio construction, while leveraging strong relationship management and communication skills to serve affluent clients.

Qualifications

• Bachelor's degree or equivalent work experience.
• Three to five 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

• Facilitate delivery of portfolio management, trust administration, investment advisory and insurance strategies.
• Advise clients using AMG or Bancorp Investment open architecture to deliver research, market views and portfolio construction.
• Build tailored goals-based investment portfolios based on each client's objectives and risk tolerance.

Skills

Financial sales

Affluent clients

Relationship management

Investment strategy presentation

Communication skills

Education

Bachelor's degree

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

State insurance license

Job description

U.S. Bank invites applications for the Wealth Management Advisor role on the Wealth Management Team. The WMA leads investment planning and insurance product delivery, crafting tailored portfolios based on each client's goals and circumstances.

The WMA partners with AMG or U.S. Bancorp Investment's open architecture to deliver market views, due diligence, and portfolio construction, while leveraging strong relationship management and communication skills to serve affluent clients.