Wealth Planning & Investment Advisor

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

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services. You will work with the Wealth Management Team to deliver portfolio strategies, trust administration, and insurance solutions tailored to affluent clients.

The role emphasizes relationship-building, financial planning knowledge, and strong communication to present strategies and grow client relationships. A FINRA license and state insurance license are required.

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 license, and applicable state insurance license.

Responsibilities

• Lead investment planning and advisory on the Wealth Management Team.
• Deliver strategies including portfolio management, trust administration and insurance.
• Collaborate with AMG or open architecture to provide market views and portfolio construction.

Skills

Relationship management

Sales skills

Communication skills

Financial planning

Portfolio management

Education

Bachelor's degree

Tools

Desktop planning tools

Financial software

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services. You will work with the Wealth Management Team to deliver portfolio strategies, trust administration, and insurance solutions tailored to affluent clients.

The role emphasizes relationship-building, financial planning knowledge, and strong communication to present strategies and grow client relationships. A FINRA license and state insurance license are required.