Wealth Advisor - Denver

Job Summary

The Wealth Management team at Vectra Bank is seeking a dedicated Wealth Advisor to join our team in the Denver marketplace. This role requires a Bachelor’s degree, 5+ years of directly related experience, and a combination of education and experience may meet the requirements. Candidates must also have required licenses, such as FINRA Series 7 & 66 (65/63), life and health insurance, and a CFP® certification is highly preferred.

About the Role

Vectra Bank is a financial institution that combines deep resources with attentive, relationship-driven service to support families, businesses, and the communities it serves. The Wealth Management division offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses, including personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management.

Responsibilities

• Build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team.
• Deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implement the investment strategies to meet the needs of the bank's clients.
• Focus on financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, and coordinating with wealth management team members to deliver the right solution for the clients.

Qualifications

• Requires a Bachelor’s degree.
• A minimum of 5 years of directly related experience, 10+ years preferred.
• A combination of education and experience may meet the requirements.
• Required licensing: FINRA Series 7 & 66 (65/63), life and health insurance.
• A CFP® certification is highly preferred.
• Exhibit proficiency in using computers and relevant software.
• Display excellent verbal and written communication abilities.
• Showcase exceptional analytical and presentation skills.
• Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
• Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
• Process a keen understanding of financial planning.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products