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Jobs · Finance · Colorado

Wealth Management Advisor - Westminster Main

U.S. Bank · Westminster, CO · 5 days ago
Finance$65k–$80k/yrFull-time

About the role

The Wealth Management Advisor (WMA) serves as the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA facilitates 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 understanding their unique goals and objectives and constructing appropriate goals-based investment portfolios. Advisors use U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture to deliver economic and market views, investment strategy, manager/fund/security research, and portfolio construction, resulting in tailored investment management and insurance services.

Responsibilities

  • Facilitate delivery of wealth management strategies and capabilities, including portfolio management, trust administration, investment advisory, and insurance.
  • Partner with the Wealth Management Team to understand clients' unique goals and objectives.
  • Construct appropriate goals-based investment portfolios for clients and families.
  • Advise clients using U.S. Bank’s Asset Management Group (AMG) or U.S. Bancorp Investments’ open architecture.
  • Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence.
  • Provide tailored investment management and insurance services based on clients' unique situations.
  • Effectively present investment strategies to clients while maintaining a holistic approach to planning.
  • Develop and manage client relationships, focusing on sales and new business development.

Requirements

  • 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.

Skills

  • Considerable knowledge in financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
  • Extensive 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.
  • 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 recommended desktop planning tools and processes.

Benefits

  • 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

This role receives 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.

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