Wealth Management Advisor - Albuquerque
About The Position
The Wealth Management Advisor is the investment, investment planning, and insurance products lead on the Wealth Management Team. The advisor meets with affluent clients to gather financial information, conduct discovery, assess investment needs, and determine suitable financial products for each client’s circumstances. The role facilitates strategies and capabilities such as portfolio management, trust administration, investment advisory, and insurance; delivers economic and market perspectives, investment strategies, research, and due diligence; and constructs tailored investment management and insurance services. The advisor also refers clients and partners with other U.S. Bank financial services channels as appropriate. The position is supported by an approachable leadership team, a broad product portfolio and open architecture, collaborative team expertise, technology platforms including MoneyGuidePro, Salesforce, and Seismic, marketing leads and referrals, and centralized and local marketing and sales enablement resources. U.S. Bank also describes coaching and mentoring, flexible benefits, competitive compensation, family support, and opportunities for community involvement.
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 and 66, or Series 7 and 63/65 combination, and applicable state insurance license.
Nice To Haves
- Extensive knowledge of financial planning, including 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.
- Proficiency with computer software, including recommended desktop planning tools and processes.
Responsibilities
- Meet with affluent clients to collect financial information, conduct discovery, assess investment needs, and evaluate each client’s unique needs.
- Determine which financial products are suitable for each client’s circumstances.
- Facilitate 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.
- Construct portfolios and provide tailored investment management and insurance services based on each client’s situation.
- Refer and partner with other financial services within U.S. Bank channels, as appropriate.
Benefits
- Comprehensive total rewards program with flexible benefits, competitive compensation, and family support.
- Adoption assistance.
- Fertility solutions.
- Maternity and paternity leave.
- Coaching and mentoring opportunities through Advisory Consulting Services and the training team.
- Healthcare, including medical, dental, and 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.
- 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.
- Volunteer time and opportunities for employee groups and community involvement.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
