Wealth Management Advisor: Strategic Portfolio & Planning

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

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