Wealth Strategy Advisor for Affluent Clients

U.S. Bank; Arizona; Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability coverage

Pregnancy disability and parentalleave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor who will lead investment planning, portfolio management, and insurance services for affluent clients. The role partners with AMG or U.S. Bancorp Investments to deliver tailored goals-based portfolios and comprehensive wealth strategies.

The candidate will advise clients on investment strategies, coordinate with specialists, and help clients achieve their financial objectives through holistic planning and diligent client service.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Three to five years in financial sales, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 license and state insurance license

Responsibilities

• Lead portfolio management, trust administration, and investment/insurance strategies.
• Collaborate with AMG or open architecture to tailor goals-based portfolios.
• Advise clients on investment strategy and holistic wealth planning.

Skills

Financial planning knowledge

Relationship management

Communication skills

Analytical skills

Sales skills

Education

Bachelor's degree or equivalent

Tools

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor who will lead investment planning, portfolio management, and insurance services for affluent clients. The role partners with AMG or U.S. Bancorp Investments to deliver tailored goals-based portfolios and comprehensive wealth strategies.

The candidate will advise clients on investment strategies, coordinate with specialists, and help clients achieve their financial objectives through holistic planning and diligent client service.