Wealth Strategy & Investment Advisor

Usbank; Surprise (AZ); On-site; USD 65,000 - 80,000; Full time

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for affluent clients.

The role involves constructing goals-based portfolios and coordinating with AMG or open architecture for tailored strategies, portfolio construction, and insurance products. Qualified candidates hold FINRA licenses (7/63/65/66) or equivalent state insurance licenses and have several years of financial sales experience.

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 license and state insurance license.

Responsibilities

• Lead investment planning and investment and insurance products delivery for clients.
• Partner with the Wealth Management Team to understand client goals and design goals-based portfolios.
• Advise clients using AMG or open architecture to deliver investment strategy and portfolio construction.

Skills

Financial planning

Securities knowledge

Private banking

Relationship management

Communication skills

Analytical problem solving

Presentation to clients

Education

Bachelor's degree

Tools

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for affluent clients.

The role involves constructing goals-based portfolios and coordinating with AMG or open architecture for tailored strategies, portfolio construction, and insurance products. Qualified candidates hold FINRA licenses (7/63/65/66) or equivalent state insurance licenses and have several years of financial sales experience.