Wealth Strategy Advisor - Custom Portfolios & Planning

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

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead the investment and insurance product delivery for high-net-worth clients. You will work within the Wealth Management Team to understand clients' goals and deliver tailored investment portfolios, using AMG or open architecture for strategy and due diligence.

The role emphasizes portfolio construction, client advice, and collaboration with the team to provide comprehensive wealth management and financial planning services.

Qualifications

• Three to five years of experience in a financial sales position, preferably with the affluent client segment.
• FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.

Responsibilities

• Lead investment planning and investment/insurance product delivery on the Wealth Management Team.
• Construct goals-based investment portfolios tailored to clients' unique objectives.
• Advise clients using AMG or open architecture to deliver investment strategy and due diligence.
• Partner with the team to understand client goals and provide comprehensive wealth management services.

Skills

Financial sales experience with affl?u

Education

Bachelor's degree or equivalent work experience

Tools

FINRA Series 7/63/65/66 license

Insurance license

Job description

U.S. Bank seeks a Wealth Management Advisor to lead the investment and insurance product delivery for high-net-worth clients. You will work within the Wealth Management Team to understand clients' goals and deliver tailored investment portfolios, using AMG or open architecture for strategy and due diligence.

The role emphasizes portfolio construction, client advice, and collaboration with the team to provide comprehensive wealth management and financial planning services.