Wealth Strategy & Planning Advisor

US Bank; Schaumburg (IL); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Vacation

Holidays

Adoption assistance

Sick leave

Job summary

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

The role involves constructing goals-based portfolios and coordinating with Asset Management Group or open architecture for research and portfolio construction. Responsibilities include delivering tailored investment strategies, maintaining client relationships, and leveraging strong sales and communication skills.

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 services for clients and families.
• Construct goals-based investment portfolios and tailor strategies.
• Partner with AMG or open architecture to deliver research and portfolio construction.

Education

Bachelor's degree or equivalent work experience

FINRA Series 7, 63, 65 or 66 license and applicable state insurance license

Tools

Relationship management

Sales

Communication skills

Job description

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

The role involves constructing goals-based portfolios and coordinating with Asset Management Group or open architecture for research and portfolio construction. Responsibilities include delivering tailored investment strategies, maintaining client relationships, and leveraging strong sales and communication skills.