Wealth Planning & Portfolio Advisor

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

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Holiday pay

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 partner with the Wealth Management Team to implement goals-based portfolios and provide tailored investment guidance.

The role requires FINRA licenses, state insurance licensing, and 3–5 years in financial sales, preferably with affluent clients. Strong communication and relationship skills are essential for success.

Qualifications

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

Responsibilities

• Lead investment planning and insurance product delivery for clients.
• Collaborate with AMG or open architecture to tailor portfolios for clients.
• Present investment strategies and risk considerations to clients.

Skills

Portfolio management

Financial products

Relationship management

Sales

Communication

FINRA licenses

State insurance license

Education

Bachelor's degree

Tools

Desktop planning tools

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 partner with the Wealth Management Team to implement goals-based portfolios and provide tailored investment guidance.

The role requires FINRA licenses, state insurance licensing, and 3–5 years in financial sales, preferably with affluent clients. Strong communication and relationship skills are essential for success.