Wealth Planning & Investment Advisor

US Bank; Nampa (ID); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

401(k) retirement plan

Paid vacation

Sick leave

Parental leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor (WMA) to lead investment planning and insurance strategies on the Wealth Management Team. The WMA will deliver tailored portfolios, assist clients in achieving their goals, and collaborate with AMG or open architecture for research and due diligence.

The role requires completing advisory duties, portfolio construction, and presenting investment strategies while maintaining strong client relationships and sales capabilities.

Qualifications

• Bachelor's degree or equivalent work experience.
• Three to five years of experience in a financial sales position, preferably working with the affluent client segment.
• FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.

Responsibilities

• Lead investment planning and investment and insurance strategies for clients.
• Partner with AMG or open architecture to deliver research, due diligence and portfolio construction.
• Construct goals-based investment portfolios tailored to clients' objectives.
• Present investment strategies to clients with strong relationship management.

Skills

Relationship management

Sales

Communication skills

Financial planning knowledge

Education

Bachelor's degree or equivalent

Tools

FINRA Series 7, 63, 65 or 66 license

State insurance license

Job description

U.S. Bank is seeking a Wealth Management Advisor (WMA) to lead investment planning and insurance strategies on the Wealth Management Team. The WMA will deliver tailored portfolios, assist clients in achieving their goals, and collaborate with AMG or open architecture for research and due diligence.

The role requires completing advisory duties, portfolio construction, and presenting investment strategies while maintaining strong client relationships and sales capabilities.