Wealth Planning and Investment Advisor

US Bank; Portland (OR); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank's Wealth Management Advisor role leads investment planning and insurance product delivery for high-net-worth clients. You will work with AMG or open architecture to construct tailored portfolios and deliver strategic investment guidance.

The position requires FINRA licenses (7/63/65/66) and a state insurance license, plus 3–5 years in financial sales. Strong relationship skills and holistic planning are essential.

Qualifications

• Bachelor's degree or equivalent work experience.
• Three to five years of experience in a financial sales position, preferably with affluent clients.
• FINRA licenses (7/63/65/66) and applicable state insurance license.

Responsibilities

• Lead investment planning and delivery of investment and insurance products.
• Advise clients using AMG or open architecture to construct goals-based portfolios.
• Partner with Wealth Management Team to understand client goals and tailor portfolios.
• Present investment strategies to clients and maintain a holistic approach to planning.

Education

Bachelor's degree

FINRA Series 7, 63, 65 or 66 license

State insurance license

Job description

U.S. Bank's Wealth Management Advisor role leads investment planning and insurance product delivery for high-net-worth clients. You will work with AMG or open architecture to construct tailored portfolios and deliver strategic investment guidance.

The position requires FINRA licenses (7/63/65/66) and a state insurance license, plus 3–5 years in financial sales. Strong relationship skills and holistic planning are essential.