Wealth Management Advisor: Investment & Planning Lead

Us Bank; Westminster (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, portfolio construction, and insurance services for clients and families. You will work within the Wealth Management Team to develop tailored strategies that align with each client’s goals.

The role involves partnering with AMG or U.S. Bancorp Investment to deliver market views, research, and comprehensive planning. A strong client relationship orientation and professional licenses are essential.

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, 63, 65 or 66 license, and applicable state insurance license.

Responsibilities

• Lead investment planning, portfolio management, trust administration, investment advisory and insurance services.
• Construct goals-based investment portfolios tailored to each client’s objectives.
• Present investment strategies to clients and coordinate with AMG or U.S. Bancorp Investment for research and due diligence.

Skills

Financial services experience

Client advisory

Strong communication skills

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, portfolio construction, and insurance services for clients and families. You will work within the Wealth Management Team to develop tailored strategies that align with each client’s goals.

The role involves partnering with AMG or U.S. Bancorp Investment to deliver market views, research, and comprehensive planning. A strong client relationship orientation and professional licenses are essential.