Wealth Strategy & Planning Advisor

U.S. Bank; Chandler (AZ); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Dental and Vision

Life Insurance

Short-term & Long-term Disability

401(k)

Paid Vacation

Holiday Pay

Adoption assistance

Sick Leave

Company Wellness

Job summary

U.S. Bank’s Wealth Management Advisor role in Chandler, AZ leads investment planning and insurance product delivery. You will tailor goals-based portfolios, advise clients using AMG/open architecture, and support trust administration within a collaborative Wealth Management Team.

The position emphasizes building client relationships, presenting investment strategies, and driving new business while adhering to regulatory requirements and internal policies.

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 applicable state insurance license

Responsibilities

• Facilitate delivery of investment strategies and insurance products
• Advise clients using AMG or open architecture to deliver market views and portfolio construction
• Construct goals-based investment portfolios tailored to client objectives
• Manage relationships and drive new business development
• Collaborate with Wealth Management Team on client planning and trust administration

Skills

Relationship management

Sales & new business development

Communication (verbal & written)

Analytical thinking

Problem solving

Discretion & integrity

Financial advisory presentation

Education

Bachelor's degree or equivalent

Tools

FINRA licenses (7/63/65/66)

State insurance license

Job description

U.S. Bank’s Wealth Management Advisor role in Chandler, AZ leads investment planning and insurance product delivery. You will tailor goals-based portfolios, advise clients using AMG/open architecture, and support trust administration within a collaborative Wealth Management Team.

The position emphasizes building client relationships, presenting investment strategies, and driving new business while adhering to regulatory requirements and internal policies.