Wealth Planning & Investment Advisor

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

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Paid holidays

Parental leave

Adoption assistance

Disability insurance

Job summary

U.S. Bank’s Wealth Management Advisor role leads investment planning and insurance products for high-net-worth clients on the Wealth Management Team.

You’ll craft goals-based portfolios and coordinate with AMG or open architecture to deliver tailored investment guidance across strategies and portfolio construction. The position requires a Bachelor’s degree and 3–5 years of financial sales experience, plus FINRA licenses and state insurance license, with opportunities for incentive-based

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 licenses and applicable state insurance license.

Responsibilities

• Lead investment planning and asset management strategies for clients.
• Construct goals-based investment portfolios and provide advisory services.
• Partner with AMG or U.S. Bancorp Investment open architecture to deliver investment guidance.

Skills

Financial sales

Affluent clients

Relationship management

Communication skills

Education

Bachelor's degree

Tools

Desktop planning tools

Job description

U.S. Bank’s Wealth Management Advisor role leads investment planning and insurance products for high-net-worth clients on the Wealth Management Team.

You’ll craft goals-based portfolios and coordinate with AMG or open architecture to deliver tailored investment guidance across strategies and portfolio construction. The position requires a Bachelor’s degree and 3–5 years of financial sales experience, plus FINRA licenses and state insurance license, with opportunities for incentive-based