Wealth Planning & Investment Advisor

U.S. Bank; St. Louis (MO); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation and holidays

Parental leave

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for clients and families, coordinating with asset management platforms to deliver tailored portfolios and strategies.

The role requires a bachelor’s degree (or equivalent), 3–5 years in financial sales, and relevant FINRA licenses plus state insurance licensing. Strong communication and relationship skills are essential.

Qualifications

• 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
• Excellent interpersonal, verbal and written communication skills
• Proficient with desktop planning tools and related software

Responsibilities

• Lead investment planning and advisory services for clients, including portfolio construction
• Coordinate with AMG or open architecture platforms to deliver investment research and strategy
• Partner with the Wealth Management Team to understand client goals and tailor goals-based portfolios
• Advise clients on investment and insurance products and maintain strong client relations

Skills

Financial sales

Client advisory

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for clients and families, coordinating with asset management platforms to deliver tailored portfolios and strategies.

The role requires a bachelor’s degree (or equivalent), 3–5 years in financial sales, and relevant FINRA licenses plus state insurance licensing. Strong communication and relationship skills are essential.