Wealth Planning & Investment Advisor

US Bank; Stevens Point (WI); Presencial; USD 65 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare

Life Insurance

Disability Insurance

Parental Leave

401(k)

Paid Vacation

Holidays

Adoption Assistance

Sick Leave

Resumo da oferta

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for high-net-worth clients.

You will work with the Wealth Management Team to deliver tailored portfolio construction, risk management, and insurance solutions based on clients' unique goals. The role requires securities and insurance licenses, strong client relationship skills, and the ability to present investment strategies with a holistic planning approach.

Qualificações

• Bachelor's degree or equivalent work experience.
• 3–5 years in financial sales, preferably with affluent clients.
• FINRA Series 7/63/65/66 licenses and state insurance license.

Responsabilidades

• Lead investment planning and advisory for clients.
• Partner with AMG to deliver investment strategies and portfolio construction.
• Advise clients and tailor goals-based portfolios.

Conhecimentos

Financial sales experience

Client relationship management

Communication skills

FINRA licenses

Insurance license

Formação académica

Bachelor's degree or equivalent

Descrição da oferta de emprego

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for high-net-worth clients.

You will work with the Wealth Management Team to deliver tailored portfolio construction, risk management, and insurance solutions based on clients' unique goals. The role requires securities and insurance licenses, strong client relationship skills, and the ability to present investment strategies with a holistic planning approach.