U.S. Bank
Wealth Management Advisor - Albuquerque
U.S. Bank, Albuquerque, New Mexico, United States, 87101
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Wealth Management Advisor - Albuquerque
role at
U.S. Bank
At U.S. Bank, we’re on a journey to do our best. We’re committed to helping customers and businesses make better and smarter financial decisions and to supporting the communities we serve. A career with U.S. Bank offers opportunities to grow and develop from Day One.
Job Description
The Wealth Management Advisor (WMA) is 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 goals and constructing goals-based investment portfolios. WMAs advise clients using U.S. Bank\'s Asset Management Group (AMG) or U.S. Bancorp Investment\'s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based on a client\'s unique situation.
Basic Qualifications
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
Preferred Skills/Experience
Considerable knowledge in financial planning, including goals-based planning, asset allocation, retirement planning, and education funding
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
Ability to effectively present investment strategies 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 and desktop planning tools
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits Our benefits and total rewards consider our team members’ whole selves. Benefits may vary based on role, location or hours and include:
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 (2–5 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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
This role has a base salary range and eligibility for incentives based on production under the applicable plan.
Posting may be closed earlier due to high volume of applicants.
Seniority level: Mid-Senior level • Employment type: Full-time • Job function: Finance and Sales • Industries: Banking
#J-18808-Ljbffr
Wealth Management Advisor - Albuquerque
role at
U.S. Bank
At U.S. Bank, we’re on a journey to do our best. We’re committed to helping customers and businesses make better and smarter financial decisions and to supporting the communities we serve. A career with U.S. Bank offers opportunities to grow and develop from Day One.
Job Description
The Wealth Management Advisor (WMA) is 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 goals and constructing goals-based investment portfolios. WMAs advise clients using U.S. Bank\'s Asset Management Group (AMG) or U.S. Bancorp Investment\'s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based on a client\'s unique situation.
Basic Qualifications
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
Preferred Skills/Experience
Considerable knowledge in financial planning, including goals-based planning, asset allocation, retirement planning, and education funding
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
Ability to effectively present investment strategies 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 and desktop planning tools
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits Our benefits and total rewards consider our team members’ whole selves. Benefits may vary based on role, location or hours and include:
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 (2–5 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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
This role has a base salary range and eligibility for incentives based on production under the applicable plan.
Posting may be closed earlier due to high volume of applicants.
Seniority level: Mid-Senior level • Employment type: Full-time • Job function: Finance and Sales • Industries: Banking
#J-18808-Ljbffr