Wealth Planning & Investment Advisor

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

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance product delivery for high‑net‑worth clients. You will work with AMG or open architecture to craft tailored portfolios and deliver research, strategy and due diligence for goal‑based investing.

Ideal candidates have 3–5 years in financial sales, FINRA licenses, and an appropriate state insurance license. A bachelor’s degree or equivalent is required, with strong relationship and communication skills expected in

Qualifications

• Bachelor’s degree or equivalent work experience.
• 3–5 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 insurance product delivery for clients.
• Collaborate with AMG/open-architecture teams to tailor goals-based portfolios.
• Provide investment strategy and due diligence supporting client objectives.

Skills

Financial sales

FINRA licenses

Insurance license

Education

Bachelor’s degree or equivalent

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance product delivery for high‑net‑worth clients. You will work with AMG or open architecture to craft tailored portfolios and deliver research, strategy and due diligence for goal‑based investing.

Ideal candidates have 3–5 years in financial sales, FINRA licenses, and an appropriate state insurance license. A bachelor’s degree or equivalent is required, with strong relationship and communication skills expected in