Wealth Strategy & Portfolio Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and coordinate portfolio management, trust administration, and insurance services for affluent clients. The role partners with AMG or U.S. Bancorp Investments and requires licenses and a strong sales background.

The position emphasizes delivering tailored investment strategies, client goals alignment, and proactive relationship management within a team-focused Wealth Management group.

Qualifications

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

Responsibilities

• Lead investment planning and delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
• Advise clients using U.S. Bank’s Asset Management Group or U.S. Bancorp Investment’s open architecture to deliver tailored investment management and insurance services.
• Build and maintain relationships with clients to understand goals and construct goals-based portfolios.

Skills

Relationship management

Sales skills

Communication skills

Problem solving

Education

Bachelor's degree

Tools

Planning software

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and coordinate portfolio management, trust administration, and insurance services for affluent clients. The role partners with AMG or U.S. Bancorp Investments and requires licenses and a strong sales background.

The position emphasizes delivering tailored investment strategies, client goals alignment, and proactive relationship management within a team-focused Wealth Management group.