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The Wealth Management Advisor leads investment planning and investment and insurance product delivery for affluent clients. Responsibilities include understanding client goals, constructing goals-based portfolios, providing market and investment strategy guidance, conducting research and due diligence, and delivering tailored investment management and insurance services. The role also requires relationship management, sales, new business development, financial planning, and collaboration across wealth management teams.

Supports Investment Relationship Managers with client service, administrative processing, sales support, investment proposals, records management, appointments, client communications, and business development activities. Assists with prospect and client meetings, marketing campaigns, seminars, and internal initiatives. Requires financial services knowledge, familiarity with brokerage regulations and compliance procedures, strong organizational and communication skills, and relevant FINRA registrations and insurance licenses.

Manage retention and growth of medium to large high-net-worth client relationships. Build and coordinate a team of banking, trust, and investment professionals to deliver comprehensive wealth management advice, handle complex relationship and wealth issues, and drive business development.

Provide investment planning and advisory services for affluent clients, constructing goals-based portfolios, leveraging U.S. Bank investment platforms, and coordinating trust, insurance, and private banking solutions. Build relationships, present strategies, and support new business development while using planning tools and complying with regulatory requirements.

Supervise a small team of Mortgage Loan Originators and oversee daily loan origination activities. Ensure timely documentation for processing, underwriting, and closing; achieve loan volume goals; develop referral relationships; promote additional products; and maintain industry knowledge. Recruit, develop, and retain employees while fostering strong customer and internal partnerships. Requires NMLS registration, mortgage sales experience, and driving at least two hours weekly.

Advise High and Ultra-High Net Worth clients on holistic wealth strategies including investments, banking, credit, estate planning, insurance, and fiduciary services. Drive growth by identifying, closing, and deepening client relationships, coordinating a team of specialists, and developing strategic partnerships. Maintain required registrations and compliance.

Manage individual and trust account assets and investment relationships to meet client objectives and firm growth targets. Solicit, develop, manage, and retain Private Wealth Management clients while presenting investment strategies, making independent decisions, and focusing on account retention and net portfolio growth.

Advise affluent clients by collecting financial information, assessing needs, recommending suitable investment and insurance solutions, constructing tailored portfolios, delivering market and investment research, and partnering with internal specialists to grow client relationships and referrals.

Advise affluent clients on investment and insurance strategies, construct goals-based portfolios using U.S. Bank AMG or open architecture, perform manager/fund research and due diligence, coordinate trust and portfolio management, and drive relationship management and new business development.

Drive growth of U.S. Bank's foreign exchange business by prospecting, building pipeline, and developing partner referrals across consumer, wealth, small business, and business banking. Support senior FX sales in client meetings, execute FX transactions, coordinate onboarding and operations, provide market insights, and deliver partner education to increase FX adoption. Collaborate with internal teams to ensure compliant execution and maintain CRM and pipeline records.