Wealth Planning & Investment Advisor

US Bank; Sioux Falls (SD); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave accruals

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory on the Wealth Management Team.

You will craft goals-based portfolios, support trust administration, and coordinate with AMG or Bancorp Investment to deliver research, strategies, and tailored investment and insurance services. Ideal candidates hold a Bachelor's degree, 3–5 years in financial sales (affluent focus preferred), and FINRA licenses plus state insurance licensing.

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.

Skills

Financial sales experience

FINRA licenses

State insurance license

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory on the Wealth Management Team.

You will craft goals-based portfolios, support trust administration, and coordinate with AMG or Bancorp Investment to deliver research, strategies, and tailored investment and insurance services. Ideal candidates hold a Bachelor's degree, 3–5 years in financial sales (affluent focus preferred), and FINRA licenses plus state insurance licensing.