Wealth Management Advisor - Albuquerque

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment, planning, and insurance products on the Wealth Management Team.

You will meet with affluent clients, assess their needs, and tailor strategies across portfolio management, trust administration, and investment advisory. Expect a collaborative, growth-focused environment with access to MoneyGuidePro, Salesforce, and Seismic to service clients effectively, plus a comprehensive benefits package and opportunities for career

Qualifications

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

Responsibilities

• Meet with affluent clients to collect financial information and assess investment needs.
• Determine suitable financial products for clients’ circumstances.
• Facilitate delivery of strategies including portfolio management and insurance.
• Deliver market views, investment strategy, and due diligence.
• Construct portfolios tailored to clients’ needs and preferences.
• Refer with other U.S. Bank channels as appropriate.

Skills

Sales experience

Relationship management

Communication skills

Education

Bachelor's degree

Tools

MoneyGuidePro

Salesforce

Seismic

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

In This Role You Will:

• Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs
• Determine which financial products are suitable for the client’s unique circumstances
• Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance
• Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence
• Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation
• Refer and partner with other financial services within other U.S. Bank channels, as appropriate

Discover How You’ll Thrive!

• An approachable and accessible leadership team that is dedicated to your success and career development
• A rich product portfolio and open architecture so you can do what is best for your clients
• A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients
• Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently
• All the resources of a Fortune 150 company with the personal feel of a smaller company
• Marketing warm leads and qualified referrals from across the organization
• Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

For You:

• Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave
• Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team
• Work in a collaborative environment with a high-performing team
• Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• Three to five years of experience in a financial sales position, preferably working with the affluent client segment
• FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

Preferred Qualifications

• Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding
• Extensive knowledge of the securities industry, including investment and insurance products and services
• Knowledge of private banking products and services, including credit processes and policies
• Strong presentation abilities
• Strong relationship management, sales, and new business development skills
• Well-developed analytical and problem-solving skills
• Excellent interpersonal, verbal, and written communication skills
• Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

This role receives an annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.