Wealth Planning & Investment Advisor

Usbank

Aspen (CO)

On-site

USD 65,000 - 80,000

Full time

5 days ago

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Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory efforts on the Wealth Management Team. You will facilitate portfolio construction, trust administration and insurance services aligned with each client’s goals, delivering tailored strategies and solutions.

Ideal candidates have 3–5 years in financial sales, hold FINRA licenses, and bring strong relationship, analytical and communication skills to help clients achieve their objectives.

Qualifications

Bachelor's degree or equivalent work experience.
Strong knowledge of financial planning, asset allocation and retirement planning.
Excellent communication and relationship management skills.
Familiarity with investment and insurance products and services.

Responsibilities

Lead portfolio management and investment advisory within the wealth team.
Collaborate with clients to build goals-based investment portfolios.
Present investment strategies and manage client relationships holistically.

Skills

Relationship management

Sales & business development

Interpersonal communication

Analytical thinking

Problem solving

Investment strategy presentation

Computer software proficiency

Education

Bachelor's degree or equivalent experience

Tools

FINRA licenses (7/63/65/66)

Job description

Ideal candidates have 3–5 years in financial sales, hold FINRA licenses, and bring strong relationship, analytical and communication skills to help clients achieve their objectives.

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