Wealth Strategy & Investment Advisor

Us Bank; Bridgeton (MO); Sur place; USD 65 000 - 80 000; Plein temps

Avantages offerts par ce poste

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Résumé du poste

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products within the Wealth Management Team. The role involves delivering strategies, portfolio management, trust administration, and tailored goals-based portfolios for affluent clients.

The candidate will advise using U.S. Bank's Asset Management Group or open architecture, constructing investment portfolios and researching managers, funds, and securities to meet client needs.

Qualifications

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

Responsabilités

• Lead delivery of investment strategies and capabilities, including portfolio management and insurance.
• Advise clients using AMG or open architecture to tailor investment management and planning.
• Develop goals-based investment portfolios aligned with client objectives.
• Present investment strategies and maintain a holistic view of planning for clients.

Connaissances

Financial sales experience

Regulatory compliance knowledge

Excellent communication skills

Formation

Bachelor's degree or equivalent

Outils

FINRA licenses

State insurance license

Description du poste

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products within the Wealth Management Team. The role involves delivering strategies, portfolio management, trust administration, and tailored goals-based portfolios for affluent clients.

The candidate will advise using U.S. Bank's Asset Management Group or open architecture, constructing investment portfolios and researching managers, funds, and securities to meet client needs.