Wealth Management Advisor
Job in
Meridian, Ada County, Idaho, 83680, USA
Listed on 2026-09-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
- Serve as the investment planning and investment and insurance products lead on the Wealth Management Team
- Facilitate delivery of portfolio management, trust administration, investment advisory and insurance strategies and capabilities
- Partner with the team to understand clients’ and families’ unique goals and objectives
- Construct appropriate goals-based investment portfolios
- Advise clients using U.S. Bank's Asset Management Group or U.S. Bancorp Investment's open architecture where appropriate
- Deliver economic and market views, investment strategy, manager/fund/security research and due diligence
- Provide portfolio construction resulting in tailored investment management and insurance services
- Bachelor's degree, or equivalent work experience
- Three to five years of experience in a financial sales position, preferably working with the affluent client segment
- FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license
- Considerable knowledge in financial planning, including goals based planning, asset allocation, retirement planning, and education funding
- Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services
- Extensive knowledge of private banking products and services, including credit processes and policies
- Ability to effectively present investment strategies to clients and maintain a holistic approach to planning
- Strong relationship management, sales and new business development skills
- Well-developed analytical and problem-solving skills
- Excellent interpersonal, verbal and written communication skills
- Proficient with various computer software programs, including recommended desktop planning tools and processes
- Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Demonstrates expertise in financial planning, investment strategies, and relationship management, with a strong focus on delivering tailored investment and insurance solutions to affluent clients. Proficient in portfolio construction and knowledgeable in private banking products and services.
Highest-signal resume keywords- Financial Planning
- Investment Strategy
- Relationship Management
- FINRA Series 7 License
- Portfolio Construction
- Goals-Based Planning
- Asset Allocation
- Retirement Planning
- Education Funding
- Securities Industry Knowledge
- Investment Products
- Insurance Products
- Credit Processes
- Analytical Skills
- Problem-Solving Skills
- Interpersonal Skills
- Verbal Communication
- Written Communication
- Sales Skills
- New Business Development
- FINRA Series 63 License
- FINRA Series 65 License
- FINRA Series 66 License
- State Insurance License
- Wealth Management
- Portfolio Management
- Trust Administration
- Investment Advisory
- U.S. Bancorp Investments
- Private Banking
- Desktop Planning Tools
- Computer Software Programs
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