Wealth Strategy Advisor for Affluent Clients

Jobtailor; Des Moines (IA); On-site; USD 85,000 - 150,000; Full time

Job summary

U.S. Bank Wealth Management seeks a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team. You will partner with colleagues to translate clients’ goals into tailored, goals-based portfolios and strategies.

You will use AMG or open architecture to advise, conduct due diligence, and construct portfolios tailored to affluent clients with a holistic planning approach. Strong communication and relationship skills are essential.

Qualifications

• Bachelor's degree or equivalent work experience.
• Three to five years of experience in a financial sales position.
• FINRA licenses: Series 7, 63, 65 or 66 and applicable state insurance license.
• Knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
• Knowledge of securities industry and private banking products and services.

Responsibilities

• Lead investment planning and investment and insurance product leadership on the Wealth Management Team.
• Facilitate delivery of strategies and capabilities including portfolio management, trust administration, and investment advisory.
• Advise clients using AMG or open architecture to deliver research, due diligence, and portfolio construction.
• Build tailored investment management and insurance solutions based on a client’s goals and situation.

Skills

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

Financial Planning

Relationship Management

Sales Skills

New Business Development

Interpersonal Skills

Verbal Communication

Written Communication

Education

Bachelor's degree or equivalent

Tools

Desktop Planning Tools

Financial Planning Software

Job description

U.S. Bank Wealth Management seeks a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team. You will partner with colleagues to translate clients’ goals into tailored, goals-based portfolios and strategies.

You will use AMG or open architecture to advise, conduct due diligence, and construct portfolios tailored to affluent clients with a holistic planning approach. Strong communication and relationship skills are essential.