Wealth Planning & Investment Advisor

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

Benefits offered by this job

Healthcare

Life insurance

Disability

401(k)

Vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank's Wealth Management Advisor leads investment planning and insurance product delivery on the Wealth Management Team. They facilitate strategies across portfolio management, trust administration and investment advisory, tailoring portfolios to clients' goals.

They collaborate to present investment strategies and maintain a holistic planning approach. The role requires industry licenses, strong client service and relationship skills, and proficient use of planning tools.

Qualifications

• Bachelor's degree, or equivalent work experience.
• 3-5 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

• Facilitate delivery of investment strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
• Partner with the Wealth Management Team to understand clients' goals and construct goals-based investment portfolios.
• Advise clients using AMG or API, delivering market views, investment strategy, research and due diligence, and portfolio construction.

Skills

Financial planning

Relationship management

Sales

Communication

Education

Bachelor's degree

Job description

U.S. Bank's Wealth Management Advisor leads investment planning and insurance product delivery on the Wealth Management Team. They facilitate strategies across portfolio management, trust administration and investment advisory, tailoring portfolios to clients' goals.

They collaborate to present investment strategies and maintain a holistic planning approach. The role requires industry licenses, strong client service and relationship skills, and proficient use of planning tools.