Wealth Management Advisor: Invest, Plan & Protect

U.S. Bank; Albuquerque (NM); On-site; USD 65,000 - 80,200; Full time

Benefits offered by this job

Flexible benefits

Adoption Assistance

Fertility Solutions

401(k) plan

Paid vacation

Job summary

A leading financial institution in Albuquerque is seeking a Wealth Management Advisor to guide affluent clients in investment and insurance solutions. This role requires a deep understanding of financial planning and the securities industry, along with strong communication and relationship management skills. Alongside a comprehensive total rewards program, you'll work in a collaborative environment and have opportunities for career growth and professional development within an established organization.

Qualifications

• 3-5 years of experience in a financial sales position, preferably with affluent clients.
• FINRA Series 7 and 66 or relevant state insurance license required.

Responsibilities

• Meet with clients to assess financial needs and provide tailored investment solutions.
• Deliver investment strategies and market insights to clients.
• Coordinate with other financial services within U.S. Bank as needed.

Skills

Financial planning

Relationship management

Sales

Analytical skills

Communication skills

Education

Bachelor's degree or equivalent work experience

Tools

Salesforce

MoneyGuidePro

Job description

A leading financial institution in Albuquerque is seeking a Wealth Management Advisor to guide affluent clients in investment and insurance solutions. This role requires a deep understanding of financial planning and the securities industry, along with strong communication and relationship management skills. Alongside a comprehensive total rewards program, you'll work in a collaborative environment and have opportunities for career growth and professional development within an established organization.