Wealth Strategy Advisor – Custom Portfolios

U.S. Bank; Sun City (AZ); On-site; USD 65,000 - 80,200; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Holiday pay

Adoption assistance

Sick leave

Job summary

U.S. Bank in Sun City, AZ is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team. You will facilitate strategies, manage portfolios, and collaborate with clients to understand goals and build tailored plans.

The role requires 3–5 years in financial sales, FINRA licenses, and an ability to present strategies clearly. Strong relationship management, communication skills, and knowledge of planning tools are essential; 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 and insurance license are required.

Responsibilities

• Facilitate delivery of investment strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
• Construct goals-based investment portfolios tailored to client objectives.
• Advise clients using AMG or open architecture to deliver investment management and insurance services.

Skills

Relationship management

Sales and new business development

Communication skills

Analytical and problem-solving

Education

Bachelor's degree or equivalent

FINRA Series 7/63/65/66 license

State insurance license

Tools

Desktop planning tools

Job description

U.S. Bank in Sun City, AZ is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team. You will facilitate strategies, manage portfolios, and collaborate with clients to understand goals and build tailored plans.

The role requires 3–5 years in financial sales, FINRA licenses, and an ability to present strategies clearly. Strong relationship management, communication skills, and knowledge of planning tools are essential; benefits