Wealth Management Advisor- Summit Sierra
Core
Investment planning and insurance products lead responsible for constructing goals-based investment portfolios and delivering tailored financial strategies to affluent clients.
Role type
Wealth Management Advisor (senior IC financial advisor)
Builds
Tailored investment management and insurance services for individual clients and families
Domain
Wealth Management / Financial Services
Required skills
Portfolio management, trust administration, investment advisory, insurance licensing, goals-based planning, asset allocation, retirement planning, education funding, securities industry knowledge, private banking products, new business development, relationship management
Preferred skills
Desktop planning tools proficiency, holistic planning approach, analytical problem-solving
Technologies
Desktop planning tools, U.S. Bancorp Investments platforms
Responsibilities
Facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies; construct appropriate goals-based investment portfolios; advise clients on economic and market views and investment strategy; conduct manager/fund/security research and due diligence.
Seniority
Mid-level, hands-on IC