Wealth Management Advisor - Avon

U.S. Bank National Association • Avon, CO

5d • $65,000 - $80,200

About The Position

The Wealth Management Advisor (WMA) is the investment planning and investment and insurance products lead on the Wealth Management Team. The role facilitates the delivery of capabilities and strategies including portfolio management, trust administration, investment advisory, and insurance. Working with the team, the WMA learns clients’ and families’ goals and objectives and constructs appropriate goals-based investment portfolios. The advisor uses U.S. Bank’s Asset Management Group or U.S. Bancorp Investment’s open architecture, as appropriate, to provide economic and market perspectives, investment strategies, manager, fund, and security research and due diligence, and portfolio construction. These services support tailored investment management and insurance solutions based on each client’s circumstances.

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.

Nice To Haves

• Considerable knowledge of 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 products, insurance products, and services.
• Extensive knowledge of private banking products and services, including credit processes and policies.
• Ability to present investment strategies effectively to clients and maintain 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.
• Proficiency with computer software programs, including recommended desktop planning tools and processes.

Responsibilities

• Lead investment planning and investment and insurance product delivery on the Wealth Management Team.
• Facilitate strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
• Partner with the team to understand clients’ and families’ goals and objectives.
• Construct goals-based investment portfolios appropriate to client needs.
• Advise clients using U.S. Bank Asset Management Group or U.S. Bancorp Investment open architecture, as appropriate.
• Deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction.
• Provide tailored investment management and insurance services based on clients’ unique situations.

Benefits

• Healthcare, including medical, dental, and vision coverage.
• 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 of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level