Wealth Mgmt Advisor: Personal Portfolios & Planning

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

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick Leave

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance services on the Wealth Management Team. You will deliver strategies, build tailored portfolios, and partner with AMG or U.S. Bancorp Investment as needed to meet clients' goals.

The role emphasizes client relationship management, knowledge of private banking products, and clear communication. A FINRA license and a bachelor’s degree are required, with opportunities to grow across the bank’s advisory platforms.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 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

• Lead investment planning and advisory for clients, including estate and insurance considerations.
• Deliver strategies and capabilities such as portfolio management and trust administration.
• Partner with AMG or U.S. Bancorp Investment’s open architecture to tailor goals-based portfolios.
• Build and maintain strong client relationships and manage new business opportunities.

Skills

Financial sales

Investment planning

Portfolio management

Asset allocation

Client relationships

Insurance products

Financial planning

Presentation skills

Education

Bachelor's degree

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance services on the Wealth Management Team. You will deliver strategies, build tailored portfolios, and partner with AMG or U.S. Bancorp Investment as needed to meet clients' goals.

The role emphasizes client relationship management, knowledge of private banking products, and clear communication. A FINRA license and a bachelor’s degree are required, with opportunities to grow across the bank’s advisory platforms.