Wealth Strategy Advisor

US Bank; Schaumburg (IL); On-site; USD 65,000 - 80,000; Full time

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for clients and families.

You will partner with the Wealth Management Team to understand client goals and construct tailored portfolios, incorporating portfolio management, trust administration, and insurance solutions. The role requires a strong background in financial planning, private banking products, and relationship management, with the ability to present investment strategies and manage

Qualifications

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

Responsibilities

• Lead investment planning and advisory for clients and families.
• Construct goals-based investment portfolios.
• Coordinate portfolio management, trust administration, and insurance services.
• Collaborate with AMG or open-architecture platforms to deliver investment research.

Skills

Financial planning knowledge

Private banking products

Relationship management

Sales & business development

Strong analytical skills

Communication skills

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 and advisory services for clients and families.

You will partner with the Wealth Management Team to understand client goals and construct tailored portfolios, incorporating portfolio management, trust administration, and insurance solutions. The role requires a strong background in financial planning, private banking products, and relationship management, with the ability to present investment strategies and manage