Wealth Planning & Investment Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability protection

Parental leave

401(k) retirement plan

Paid vacation

Holiday opportunities

Adoption assistance

Paid sick leave

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance services on the Wealth Management Team. The role partners with AMG or U.S. Bancorp Investment to deliver tailored, goals-based portfolios and comprehensive financial strategies for affluent clients.

You will build relationships, present investment strategies and navigate private banking products, leveraging a strong background in financial sales and appropriate licenses to support clients' objectives.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3-5 years in financial sales, preferably with the affluent client segment.
• FINRA Series 7, 63, 65 or 66 license and applicable state insurance license.

Responsibilities

• Lead investment planning and insurance services for clients on the Wealth Management Team.
• Deliver strategies including portfolio management, trust administration, investment advisory and insurance.
• Construct goals-based investment portfolios and tailor recommendations to each client's objectives.
• Collaborate with AMG or U.S. Bancorp Investment open architecture to present research and due diligence.

Skills

Bachelor's degree

3-5 years financial sales

FINRA licenses 7/63/65/66

State insurance license

Affluent client focus

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. The role partners with AMG or U.S. Bancorp Investment to deliver tailored, goals-based portfolios and comprehensive financial strategies for affluent clients.

You will build relationships, present investment strategies and navigate private banking products, leveraging a strong background in financial sales and appropriate licenses to support clients' objectives.