Wealth Strategy & Investment Advisor

Usbank; Lee's Summit (MO); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) and retirement plan

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance delivery on the Wealth Management Team. You’ll construct goals-based portfolios, advise clients, and collaborate to provide tailored investment management solutions across AMG/open architecture.

The role emphasizes relationship management, financial planning expertise, and ongoing client service to affluent clients as part of a comprehensive wealth strategy.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of experience in a financial sales position, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 license and applicable state insurance license.

Responsibilities

• Lead investment planning and advisory delivery with AMG or open architecture.
• Construct goals-based investment portfolios and tailor strategies.
• Advise clients on investment management and insurance solutions.

Skills

Portfolio management

Investment research

Client advisory

Relationship management

Communication skills

Sales experience

Financial planning

Education

Bachelor's degree

Tools

Desktop planning tools

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance delivery on the Wealth Management Team. You’ll construct goals-based portfolios, advise clients, and collaborate to provide tailored investment management solutions across AMG/open architecture.

The role emphasizes relationship management, financial planning expertise, and ongoing client service to affluent clients as part of a comprehensive wealth strategy.