Wealth Strategy Advisor for Affluent Clients

U.S. Bank; Columbus (OH); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery for clients. You will help families build goals-based portfolios using AMG or U.S.

Bancorp Investment platforms, delivering market views, research, and tailored portfolio construction. The role requires a Bachelor’s degree, 3–5 years in financial sales, and FINRA licenses (7/63/65 or 66) plus applicable state insurance license.

Qualifications

• Knowledge of financial planning including goals-based planning, asset allocation, retirement and education funding.
• Knowledge of the securities industry and private banking products and services.
• Ability to present investment strategies to clients and maintain holistic planning.
• Strong relationship management, sales and new business development skills.
• Excellent communication skills (verbal and written).
• Proficiency with desktop planning tools and related software.

Responsibilities

• Facilitate delivery of strategies and capabilities including portfolio management and trust administration.
• Provide investment advisory and insurance guidance tailored to client goals.
• Collaborate with AMG or open-architecture platforms to deliver research and portfolio construction.

Skills

Financial planning knowledge

Securities industry knowledge

Private banking products

Present investment strategies

Relationship management

Analytical and problem-solving

Interpersonal communication

Computer software proficiency

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery for clients. You will help families build goals-based portfolios using AMG or U.S.

Bancorp Investment platforms, delivering market views, research, and tailored portfolio construction. The role requires a Bachelor’s degree, 3–5 years in financial sales, and FINRA licenses (7/63/65 or 66) plus applicable state insurance license.