Wealth Manager for Affluent Clients: Goals-Based Investing

Jobtailor; Auburn (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

U.S. Bank Wealth Management is seeking an experienced Investment Specialist to lead investment planning and portfolio delivery for affluent clients in the California region.

You will oversee portfolio management, trust administration, investment advisory, and insurance strategies, aligning solutions with client goals. Collaborate with the team to understand clients’ goals and construct goals-based portfolios.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years in financial sales, preferably affluent clients.
• FINRA licenses and state insurance license.
• Strong knowledge of financial planning including goals-based planning, asset allocation, retirement planning, education funding.
• Knowledge of private banking products and services.
• Ability to present investment strategies and holistic planning.
• Excellent communication and relationship skills.
• Proficiency with planning tools and software.
• Compliance with ethics and conduct policies.

Responsibilities

• Lead investment planning and insurance product delivery on Wealth Management Team.
• Facilitate portfolio management, trust administration, investment advisory, and insurance strategies.
• Partner with the team to understand clients’ goals and objectives.
• Construct appropriate goals-based investment portfolios.
• Advise clients using U.S. Bank's Asset Management Group or U.S. Bancorp Investment's open architecture where appropriate.
• Deliver market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction.
• Provide tailored investment management and insurance services based on each client's unique situation.

Skills

Relationship Management

Sales Skills

New Business Development

Analytical Skills

Problem-Solving Skills

Interpersonal Skills

Verbal Communication

Written Communication

FINRA Series 7 License

FINRA Series 63 License

FINRA Series 65 License

FINRA Series 66 License

Education

Bachelor's degree or equivalent work experience

State Insurance License

Tools

Desktop Planning Tools

Computer Software Programs

Job description

U.S. Bank Wealth Management is seeking an experienced Investment Specialist to lead investment planning and portfolio delivery for affluent clients in the California region.

You will oversee portfolio management, trust administration, investment advisory, and insurance strategies, aligning solutions with client goals. Collaborate with the team to understand clients’ goals and construct goals-based portfolios.