Wealth Management Advisor

U.S. Bank

. Serve as the investment planning and investment and insurance products lead on the Wealth Management Team .

Posted 10/2/2026full-timeReno • Nevada • 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 management, and insurance services tailored to affluent clients, with a strong focus on relationship management and effective communication of investment strategies.

Highest-signal resume keywords

Financial PlanningInvestment ManagementRelationship ManagementSales DevelopmentAnalytical Skills

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 KnowledgePrivate Banking ProductsInvestment Strategy PresentationPortfolio ConstructionDue DiligenceClient Advisory

Soft Skills

Interpersonal SkillsVerbal CommunicationWritten CommunicationProblem-Solving Skills

Tools & Technologies

Desktop Planning ToolsComputer Software Programs

Certifications & Qualifications

Bachelor's DegreeFINRA Series 7 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseFINRA Series 66 LicenseState Insurance License

Industry Keywords

Wealth ManagementInvestment AdvisoryTrust AdministrationU.S. Bancorp InvestmentsAffluent Client SegmentEconomic and Market ViewsInvestment ProductsInsurance ProductsCredit ProcessesCode of Ethics

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
Deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction
Provide tailored investment management and insurance services based on each client's unique situation

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