Wealth Strategy Advisor
U.S. Bank
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Benefits offered by this job
Job summary
The Wealth Management Advisor (WMA) role at U.S. Bank leads investment planning and insurance services within the Wealth Management Team. You will guide clients by understanding goals and constructing tailored portfolios that align with their risk profile and time horizon.
Collaborate with AMG or open architecture platforms to deliver investment insights, research and due diligence, while building trusting relationships and providing comprehensive financial planning for affluent clients.
Qualifications
- Bachelor's degree or equivalent work experience.
- Three to five years of financial sales experience, preferably with affluent clients.
- FINRA Series 7/63/65 or 66 licenses and applicable state insurance license.
Responsibilities
- Lead investment planning, portfolio management, and insurance services for clients.
- Collaborate with the Wealth Management Team to understand clients' goals and construct tailored portfolios.
- Advise using AMG or open architecture to deliver investment views, research and due diligence.
- Build lasting client relationships and provide comprehensive financial planning for affluent clients.
Skills
Education
Job description
The Wealth Management Advisor (WMA) role at U.S. Bank leads investment planning and insurance services within the Wealth Management Team. You will guide clients by understanding goals and constructing tailored portfolios that align with their risk profile and time horizon.
Collaborate with AMG or open architecture platforms to deliver investment insights, research and due diligence, while building trusting relationships and providing comprehensive financial planning for affluent clients.
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