Wealth Strategy Advisor

US Bank; Santa Fe (NM); In loco; USD 65.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation and holidays

Adoption assistance

Sick and Safe Leave accruals

Descrizione del lavoro

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team. You will partner with colleagues to understand client goals and construct goals-based portfolios, delivering tailored wealth strategies.

The role requires securities licenses, insurance credentials, and strong communication to advise affluent clients using open architecture. Competitive benefits accompany the position.

Competenze

• Bachelor's degree or equivalent work experience.
• 3–5 years in a financial sales position, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 license and applicable state insurance license.

Mansioni

• Lead investment planning and insurance product delivery for clients.
• Facilitate strategies including portfolio management and trust administration.
• Advise clients using AMG or open architecture to tailor investment management.

Conoscenze

Financial sales experience

Licenses (FINRA Series 7/63/65/66)

State insurance license

Formazione

Bachelor's degree or equivalent work experience

Descrizione del lavoro

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team. You will partner with colleagues to understand client goals and construct goals-based portfolios, delivering tailored wealth strategies.

The role requires securities licenses, insurance credentials, and strong communication to advise affluent clients using open architecture. Competitive benefits accompany the position.