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U.S. Bank

Wealth Management Advisor

U.S. Bank

Wealth Management Advisor leading investment planning, portfolio construction, and insurance services for U.S. Bank wealth clients.

Posted 8/20/2026full-timeMeridian • Idaho • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $80,200 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

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 PlanningInvestment StrategyRelationship ManagementFINRA Series 7 LicensePortfolio Construction

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Goals-Based PlanningAsset AllocationRetirement PlanningEducation FundingSecurities Industry KnowledgeInvestment ProductsInsurance ProductsCredit ProcessesAnalytical SkillsProblem-Solving Skills
Soft Skills
Interpersonal SkillsVerbal CommunicationWritten CommunicationSales SkillsNew Business Development
Tools & Technologies
Desktop Planning ToolsComputer Software Programs
Certifications & Qualifications
FINRA Series 63 LicenseFINRA Series 65 LicenseFINRA Series 66 LicenseState Insurance License
Industry Keywords
Wealth ManagementPortfolio ManagementTrust AdministrationInvestment AdvisoryU.S. Bancorp InvestmentsPrivate Banking

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • 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

Benefits

Comp & perks
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • Incentives based on employee’s production under the applicable incentive plan