Wealth Planning & Portfolio Advisor

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

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies on the Wealth Management Team. You will translate clients’ goals into tailored, goals-based portfolios using AMG or open architecture, delivering investment guidance, research and portfolio construction.

The role requires FINRA licenses and a background in financial sales, with strong client relationships and communication.

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 licenses and applicable state insurance license.

Responsibilities

• Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
• Advise clients using AMG or U.S. Bancorp Investment's open architecture to deliver tailored portfolios.
• Build and maintain strong client relationships with effective communication and service.

Skills

Financial sales

Affluent clients

Relationship mgmt

Analytical skills

Communication skills

Education

Bachelor's degree or equivalent

Tools

FINRA licenses

Insurance license

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies on the Wealth Management Team. You will translate clients’ goals into tailored, goals-based portfolios using AMG or open architecture, delivering investment guidance, research and portfolio construction.

The role requires FINRA licenses and a background in financial sales, with strong client relationships and communication.