Wealth Planning & Investment Advisor

U.S. Bank; Altoona (IA); On-site; USD 65,000 - 80,200; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Short-term and long-term disability

Parental leave

401(k) employer-funded retirement plan

Paid vacation

Up to 11 paid holidays

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies for clients. You’ll deliver tailored portfolios, support trust administration, and collaborate with AMG or U.S. Bancorp Investment platforms to provide comprehensive investment guidance.

The role emphasizes goals-based planning, client relationship development, and clear communication of strategies. A bachelor’s degree and FINRA licenses are required, with 3–5 years in financial sales preferred.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years in a financial sales role, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 license and applicable state insurance license.
• Knowledge of goals-based planning, asset allocation and retirement planning.
• Knowledge of securities industry and private banking products and services.
• Strong presentation and relationship management skills; sales-driven.
• Excellent written and verbal communication skills.

Responsibilities

• Lead investment planning and advisory within the Wealth Management Team.
• Construct tailored goals-based investment portfolios for clients.
• Partner with AMG or U.S. Bancorp Investment platforms for research and portfolio construction.
• Present investment strategies to clients with clear recommendations.
• Support clients and families to meet financial goals through holistic planning.

Skills

Financial planning

Portfolio management

Relationship management

Sales

Communication skills

Analytical skills

Problem-solving

Desktop planning tools

Education

Bachelor's degree

Tools

Desktop planning tools

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies for clients. You’ll deliver tailored portfolios, support trust administration, and collaborate with AMG or U.S. Bancorp Investment platforms to provide comprehensive investment guidance.

The role emphasizes goals-based planning, client relationship development, and clear communication of strategies. A bachelor’s degree and FINRA licenses are required, with 3–5 years in financial sales preferred.