Wealth Planning & Investment Advisor

US Bank; Virginia; On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic and optional)

Disability insurance (short-term/long‑

Disability insurance (short-term/long‑

Retirement plan (401(k) with company

Paid vacation and holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance product delivery for high-net-worth clients. You will facilitate portfolio management, trust administration, and risk-based strategies tailored to each family's goals.

Work closely with AMG or open-architecture platforms to research managers and build individualized plans. You will engage clients to understand objectives, present investment strategies, and foster long-term relationships through expert advice,

Qualifications

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

Responsibilities

• Lead delivery of investment strategies and portfolio construction for clients.
• Advise clients on securities and insurance products to meet goals.
• Collaborate with Wealth Management team to provide comprehensive, goals-based planning.

Skills

Financial sales

Affluent clients

Relationship building

Education

Bachelor's degree

Tools

FINRA licenses

Insurance license

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance product delivery for high-net-worth clients. You will facilitate portfolio management, trust administration, and risk-based strategies tailored to each family's goals.

Work closely with AMG or open-architecture platforms to research managers and build individualized plans. You will engage clients to understand objectives, present investment strategies, and foster long-term relationships through expert advice,