Strategic Wealth Advisor

U.S. Bank; Breckenridge (CO); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance services for high-net-worth clients. You will help families build tailored goals-based portfolios and work with AMG or open-architecture platforms to deliver research, strategy, and portfolio construction.

The role requires a bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus a state insurance license. A robust benefits package and incentive opportunities are included.

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 insurance product delivery for clients.
• Construct goals-based investment portfolios tailored to clients' objectives.
• Collaborate with AMG or open architecture to provide research and portfolio construction.

Skills

Financial sales experience

Relationship management

Sales and new business development

Education

Bachelor's degree or equivalent work experience

Tools

FINRA Series 7/63/65/66 licenses

State insurance license

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance services for high-net-worth clients. You will help families build tailored goals-based portfolios and work with AMG or open-architecture platforms to deliver research, strategy, and portfolio construction.

The role requires a bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus a state insurance license. A robust benefits package and incentive opportunities are included.