Wealth Management Advisor - Albuquerque

About the role

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

Responsibilities

• Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs
• Determine which financial products are suitable for the client’s unique circumstances
• Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance
• Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence
• Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation
• Refer and partner with other financial services within other U.S. Bank channels, as appropriate

Requirements

• Meet the minimum requirements of the state in which you will be working
• Have a bachelor's degree or equivalent work experience
• Have three to five years of experience in a financial sales position, preferably working with the affluent client segment
• Hold FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

Qualifications

• Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding
• Extensive knowledge of the securities industry, including investment and insurance products and services
• Knowledge of private banking products and services, including credit processes and policies
• Strong presentation abilities
• 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 recommended desktop planning tools and processes

Skills

Not specified

Benefits

• Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support
• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

An annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

Schedule

Not specified