Wealth Planning & Investment Advisor

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

Benefits offered by this job

Healthcare benefits

Retirement plan 401(k)

Paid vacation

Paid holidays

Parental leave

Disability insurance

Life insurance

Adoption assistance

Sick leave

Job summary

U.S. Bank Wealth Management is seeking a Wealth Management Advisor to lead investment planning and insurance delivery. You will partner with the team to understand clients’ goals and construct tailored portfolios using AMG or open architecture for research and strategy.

The role emphasizes portfolio management, trust administration and comprehensive financial planning for affluent clients, requiring strong relationship and communication skills.

Qualifications

• Requires bachelor’s degree or equivalent work experience.
• Three to five years in financial sales, preferably with affluent clients.
• FINRA licenses (7/63/65/66) and a state insurance license are required.

Responsibilities

• Lead investment planning and insurance delivery for clients.
• Collaborate with AMG or open architecture to provide investment guidance and portfolio construction.
• Develop goals-based strategies and maintain holistic financial planning for clients.

Skills

Relationship management

Sales and new business development

Communication (verbal and written)

Analytical skills

Problem solving

Client service

Planning tools proficiency

Education

Bachelor’s degree or equivalent experience

FINRA license (Series 7/63/65/66)

State insurance license

Tools

Desktop planning tools

Finance software

Job description

U.S. Bank Wealth Management is seeking a Wealth Management Advisor to lead investment planning and insurance delivery. You will partner with the team to understand clients’ goals and construct tailored portfolios using AMG or open architecture for research and strategy.

The role emphasizes portfolio management, trust administration and comprehensive financial planning for affluent clients, requiring strong relationship and communication skills.