Strategic Wealth Advisor & Portfolio Architect

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Short-term and long-term disability

Parental leave

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and advisory services for affluent clients. You will deliver tailored portfolios, coordinate trust administration, and integrate insurance solutions with client goals.

Work with AMG/open architecture to provide market insights, conduct due diligence, and build lasting client relationships to help families grow and protect wealth.

Qualifications

• Bachelor's degree or equivalent work experience.
• Three to five years of experience in a financial sales position, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 licenses and applicable state insurance license.

Responsibilities

• Lead investment planning, advisory, and insurance services for clients.
• Collaborate with AMG/open architecture to deliver tailored portfolios and due diligence.

Skills

Financial sales

Client relationship management

Investment advisory knowledge

Communication skills

Education

Bachelor's degree or equivalent work experience

FINRA Series 7/63/65/66 license and applicable state insurance license

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and advisory services for affluent clients. You will deliver tailored portfolios, coordinate trust administration, and integrate insurance solutions with client goals.

Work with AMG/open architecture to provide market insights, conduct due diligence, and build lasting client relationships to help families grow and protect wealth.