Wealth Planning & Investment Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) retirement plan

Paid time off

Job summary

U.S. Bank in Reno, NV is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery for affluent clients.

You will collaborate with the Wealth Management Team to construct tailored portfolios and advise on strategies using AMG or open architecture platforms. The role requires strong knowledge of financial planning, portfolio construction, and client relationship management, with licensing requirements to meet regulatory standards and deliver comprehensive

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 licenses and applicable state insurance license.

Responsibilities

• Lead investment planning and delivery of investment and insurance products.
• Advise clients and families to construct goals-based portfolios.
• Present investment strategies and maintain a holistic financial plan.

Skills

Financial planning

Portfolio management

Relationship management

Communication skills

Education

Bachelor's degree

Tools

Desktop planning tools

Financial planning software

Job description

U.S. Bank in Reno, NV is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery for affluent clients.

You will collaborate with the Wealth Management Team to construct tailored portfolios and advise on strategies using AMG or open architecture platforms. The role requires strong knowledge of financial planning, portfolio construction, and client relationship management, with licensing requirements to meet regulatory standards and deliver comprehensive