Wealth Management Advisor

Company Description U.S. Bancorp Advisors offers retail brokerage, investment advisory, and insurance services to support clients across all life stages in pursuing their financial goals. Advisors focus on financial planning, investment management, and insurance solutions that provide clients with clarity, confidence, and tailored strategies to create, grow, and protect wealth. The firm emphasizes transparency, ethical decision-making, and a client-first approach for individuals and families. As an SEC-registered broker‑dealer and investment adviser, and a subsidiary of U.S. Bancorp, U.S. Bancorp Advisors operates with strong regulatory oversight and professional standards. Clients are informed that investment and insurance products are not deposits, not FDIC insured, may lose value, are not bank guaranteed, and are not insured by any federal government agency. Role Description The Wealth Management Advisor role is a full‑time hybrid position based in Phoenix, AZ, with flexibility for some work from home. The advisor will provide comprehensive financial planning, retirement planning, and investment guidance tailored to each client’s needs and goals. Day‑to‑day responsibilities include meeting with clients, assessing financial situations, developing and presenting personalized wealth management strategies, and monitoring progress toward objectives. The role involves managing investment portfolios, coordinating insurance solutions, and collaborating with internal partners to deliver a cohesive client experience. The advisor will maintain detailed documentation, adhere to regulatory requirements, and communicate regularly with clients to adjust plans as circumstances and markets evolve. Qualifications Strong skills in Financial Planning and Wealth Management Services, with the ability to design holistic strategies for diverse client profiles. Expertise in Retirement Planning and Investments, including portfolio construction, risk assessment, and long‑term goal planning. Solid foundation in Finance, with the ability to interpret market trends, analyze financial statements, and explain complex concepts clearly. Relevant professional licenses (e.g., FINRA securities licenses, state insurance licenses) or willingness to obtain them within a defined timeframe. Bachelor’s degree in Finance, Economics, Business, or a related field; CFP, CIMA, or similar designations are preferred. Proven experience in client‑facing advisory or financial services roles, with strong relationship‑building and communication skills. Demonstrated commitment to ethical conduct, regulatory compliance, and client confidentiality. Ability to work effectively in a hybrid environment, managing time, technology, and client interactions both in‑office and remotely. #J-18808-Ljbffr