Wealth Planning & Investment Advisor

US Bank; Miamisburg (OH); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

401(k) and employer-funded retirement

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team in the United States. The role involves building goals-based portfolios, advising clients, and coordinating with AMG or open architecture to implement strategies.

The position requires a Bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus state insurance credentials. Strong relationship and analytical skills are essential.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of experience in a financial sales position, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 license and applicable state insurance license.
• Experience in investment advisory and insurance product delivery is a plus.

Responsibilities

• Lead investment planning and delivery of advisory and insurance products.
• Collaborate with AMG or open architecture to construct goals-based portfolios.
• Assist clients and families to understand goals and objectives and tailor investment strategies.

Skills

Portfolio management

Relationship management

Financial planning

Communication skills

Analytical skills

Education

Bachelor's degree

Tools

Desktop planning tools

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team in the United States. The role involves building goals-based portfolios, advising clients, and coordinating with AMG or open architecture to implement strategies.

The position requires a Bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus state insurance credentials. Strong relationship and analytical skills are essential.