Wealth Strategy Advisor

Usbank; Westminster (CO); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Holiday opportunities

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services on the Wealth Management Team.

The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios.

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
• Considerable knowledge in financial planning, including goals based planning, asset allocation, retirement planning, and education funding
• Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services
• Extensive knowledge of private banking products and services, including credit processes and policies
• Ability to effectively present investment strategies to clients and maintains a holistic approach to planning
• Strong relationship management, sales and new business development skills
• Well-developed analytical and problem-solving skills
• Excellent interpersonal, verbal and written communication skills
• Proficient with various computer software programs including the ability to use planning tools and processes

Skills

Relationship management

Sales

New business development

Analytical skills

Problem solving

Communication skills

Interpersonal skills

Computer skills

Education

Bachelor's degree or equivalent

FINRA license (7,63,65 or 66)

State insurance license

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services on the Wealth Management Team.

The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios.