Strategic Wealth Advisor

Us Bank; Aspen (CO); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Paid holidays

Sick leave and Safe Leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, portfolio construction and insurance strategies for affluent clients. You will partner with AMG or open architecture to deliver research, strategy and tailored solutions based on each client’s goals.

Strong communication and relationship management are essential. The role requires FINRA licenses, a bachelor’s degree and a track record in financial sales, with the ability to present complex strategies clearly and build

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of financial sales experience, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.

Responsibilities

• Lead investment planning and portfolio construction for clients.
• Advise clients using AMG or open architecture to deliver research and strategy.
• Present investment strategies and maintain a holistic planning approach.
• Build and manage client relationships to grow assets under management.

Skills

FINRA licenses

State insurance license

Relationship management

Investment knowledge

Education

Bachelor's degree or equivalent

Tools

FINRA Series 7/63/65/66 licenses

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, portfolio construction and insurance strategies for affluent clients. You will partner with AMG or open architecture to deliver research, strategy and tailored solutions based on each client’s goals.

Strong communication and relationship management are essential. The role requires FINRA licenses, a bachelor’s degree and a track record in financial sales, with the ability to present complex strategies clearly and build