Wealth Management Advisor: Investment & Planning Lead

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

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery within the Wealth Management Team. You will align strategies with client goals and collaborate with AMG or Bancorp Investment for research and portfolio construction.

Ideal candidates have 3–5 years of financial sales experience, FINRA licenses, and state insurance licensing, with strong relationship management and communication skills.

Qualifications

• Three to five years of experience in a financial sales position, preferably working with the affluent client segment.
• Strong understanding of financial products and investment concepts.
• Ability to communicate complex financial information clearly to clients.

Responsibilities

• Lead delivery of investment planning and insurance products on the Wealth Management Team.
• Construct goals-based investment portfolios aligned with client objectives.
• Advise clients using AMG or Bancorp Investment open architecture for research and due diligence.
• Present investment strategies and maintain a holistic planning approach.

Skills

Financial sales experience

Affluent client exposure

Education

Bachelor's degree or equivalent

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

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery within the Wealth Management Team. You will align strategies with client goals and collaborate with AMG or Bancorp Investment for research and portfolio construction.

Ideal candidates have 3–5 years of financial sales experience, FINRA licenses, and state insurance licensing, with strong relationship management and communication skills.