Wealth Strategy Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k)

Paid vacation

Job summary

U.S. Bank is hiring a Wealth Management Advisor to lead investment planning, portfolio construction, and insurance services for affluent clients. You’ll work with AMG or open architecture to deliver tailored strategies and research, aiming to align client goals with comprehensive financial plans.

The role emphasizes relationship management, sales performance, and technical proficiency in planning tools, with opportunities for professional growth and benefits.

Qualifications

• Bachelor's degree or equivalent work experience.
• Three to five years of experience in a financial sales position, preferably with affluent clients.
• FINRA licenses (7/63/65/66) and applicable state insurance license.

Responsibilities

• Lead investment planning and advisory services for clients, constructing goals-based portfolios.
• Collaborate with AMG or open architecture to deliver investment views and due diligence.
• Present strategies to clients and manage holistic financial planning with strong client relationships.
• Support wealth management team in portfolio construction and insurance solutions.

Skills

Relationship management

Sales skills

Communication

Analytical skills

Education

Bachelor's degree

FINRA Series 7/63/65/66 license

State insurance license

Tools

Desktop planning tools

Job description

U.S. Bank is hiring a Wealth Management Advisor to lead investment planning, portfolio construction, and insurance services for affluent clients. You’ll work with AMG or open architecture to deliver tailored strategies and research, aiming to align client goals with comprehensive financial plans.

The role emphasizes relationship management, sales performance, and technical proficiency in planning tools, with opportunities for professional growth and benefits.