Wealth Strategy Advisor

U.S. Bank; Apple Valley (MN); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, advisory and insurance services. You will partner with the team to understand client goals and construct goals-based portfolios, using AMG or open architecture for research and portfolio construction.

The role requires a Bachelor's degree and 3–5 years in financial sales, plus FINRA licenses. You will advise clients, manage relationships, and present investment strategies while leveraging planning tools and software.

Qualifications

• Bachelor’s degree or equivalent work experience is required.

Skills

Financial sales

Relationship management

Communication skills

Problem solving

Portfolio construction

Sales & business development

Education

Bachelor’s degree or equivalent

Tools

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, advisory and insurance services. You will partner with the team to understand client goals and construct goals-based portfolios, using AMG or open architecture for research and portfolio construction.

The role requires a Bachelor's degree and 3–5 years in financial sales, plus FINRA licenses. You will advise clients, manage relationships, and present investment strategies while leveraging planning tools and software.