Wealth Manager — Portfolio & Planning Lead

U.S. Bank; Surprise (AZ); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Retirement plan (401(k))

Paid vacation and holidays

Sick leave

Adoption assistance

Parental leave

Job summary

U.S. Bank Wealth Management Advisor position leads investment planning and insurance products on the Wealth Management Team. You deliver strategies, manage portfolios and provide tailored goals-based investment guidance for clients and families.

You will partner with the team to understand unique goals, advise on asset allocation, education planning and retirement, and present holistic plans with strong relationship management within AMG/open architecture.

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 investment strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
• Advise clients using AMG or open architecture to deliver investment views, research and portfolio construction.
• Partner with the team to understand clients' goals and construct tailored goals-based portfolios.

Skills

Relationship building

Sales experience

Communication skills

Analytical thinking

Financial planning knowledge

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank Wealth Management Advisor position leads investment planning and insurance products on the Wealth Management Team. You deliver strategies, manage portfolios and provide tailored goals-based investment guidance for clients and families.

You will partner with the team to understand unique goals, advise on asset allocation, education planning and retirement, and present holistic plans with strong relationship management within AMG/open architecture.