Wealth Strategy Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank's Wealth Management Advisor role leads the investment planning and insurance strategy for clients. You will coordinate with the Asset Management Group or open architecture to translate goals into asset allocations and research-backed portfolios.

This role requires a Bachelor's degree, 3-5 years in financial sales, and FINRA licenses with an insurance credential. You will cultivate client relationships, present strategies, and contribute to business growth with a comprehensive planning

Qualifications

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

Responsibilities

• Lead investment planning and insurance product delivery for the Wealth Management Team.
• Collaborate with AMG or open architecture to deliver research and portfolio construction.
• Develop tailored goals-based investment portfolios aligned with client goals.
• Advise clients on strategies and maintain a holistic planning approach.
• Build relationships and pursue new business opportunities.

Skills

Relationship management

Sales

Investment knowledge

Communication

Financial planning

Problem solving

Education

Bachelor's degree or equivalent experience

FINRA licenses 7/63/65/66 and state insurance license

Tools

Desktop planning tools

Microsoft Office

Job description

U.S. Bank's Wealth Management Advisor role leads the investment planning and insurance strategy for clients. You will coordinate with the Asset Management Group or open architecture to translate goals into asset allocations and research-backed portfolios.

This role requires a Bachelor's degree, 3-5 years in financial sales, and FINRA licenses with an insurance credential. You will cultivate client relationships, present strategies, and contribute to business growth with a comprehensive planning