Wealth Strategy & Investment Advisor

Us Bank; Branson (MO); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic/optional)

Disability insurance

Parental leave

401(k)

Paid vacation

11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance offerings on the Wealth Management Team. The WMA partners with advisors to understand clients' goals and build tailored, goals-based portfolios using AMG or open architecture.

This role requires FINRA licenses, a degree, and experience in financial sales, with opportunities to help clients and families achieve financial security within a supportive team and strong community focus.

Qualifications

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

Responsibilities

• Lead investment planning and insurance products on the Wealth Management Team.
• Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
• Advise clients using U.S. Bank's Asset Management Group or open architecture to deliver tailored investment management and insurance services.

Skills

Financial services sales

Client advisory

Regulatory licensing

Industry knowledge

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance offerings on the Wealth Management Team. The WMA partners with advisors to understand clients' goals and build tailored, goals-based portfolios using AMG or open architecture.

This role requires FINRA licenses, a degree, and experience in financial sales, with opportunities to help clients and families achieve financial security within a supportive team and strong community focus.