U.S. Bank
Wealth Management Advisor - Colorado Springs
U.S. Bank, Colorado Springs, Colorado, United States, 80509
Overview
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. A career with U.S. Bank offers opportunities to discover what makes you thrive at every stage of your career. 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 objectives and constructing goals-based investment portfolios. Responsibilities
Lead investment planning and insurance product delivery as part of the Wealth Management Team. Facilitate strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance. Understand client goals and objectives and construct tailored, goals-based investment portfolios. Advise clients using U.S. Bank’s Asset Management Group (AMG) or U.S. Bancorp Investment’s open architecture where appropriate. Deliver investment strategy information, manager/fund/security research, due diligence, and portfolio construction tailored to each client’s situation. Basic Qualifications
Bachelor’s degree, or equivalent work experience Three to five years of experience in a financial sales position, preferably with affluent clients FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience
Knowledge of financial planning including goals-based planning, asset allocation, retirement planning, and education funding Knowledge of the securities industry, including U.S. Bancorp Investments, and investment and insurance products and services Knowledge of private banking products and services, including credit processes and policies Ability to present investment strategies to clients with a holistic planning approach 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 Disability Accommodations
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 support team members’ well-being and financial security. 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 (two to five weeks, depending on salary grade and tenure) Up to 11 paid holidays Adoption assistance Sick and Safe Leave accruals U.S. Bank is an equal opportunity employer and considers 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 by law. Other Compliance and Notices
E-Verify: U.S. Bank participates in the E-Verify program. Salary range: This role pays an annual base salary between $65,000 and $78,000, plus incentive eligibility based on production under the applicable plan. Background checks: U.S. Bank conducts background checks as permitted by local laws and regulations. Some positions may be subject to additional regulatory or compliance requirements. Posting may close earlier due to high volume of applicants. Posting may be closed earlier due to high volume of applicants.
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At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. A career with U.S. Bank offers opportunities to discover what makes you thrive at every stage of your career. 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 objectives and constructing goals-based investment portfolios. Responsibilities
Lead investment planning and insurance product delivery as part of the Wealth Management Team. Facilitate strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance. Understand client goals and objectives and construct tailored, goals-based investment portfolios. Advise clients using U.S. Bank’s Asset Management Group (AMG) or U.S. Bancorp Investment’s open architecture where appropriate. Deliver investment strategy information, manager/fund/security research, due diligence, and portfolio construction tailored to each client’s situation. Basic Qualifications
Bachelor’s degree, or equivalent work experience Three to five years of experience in a financial sales position, preferably with affluent clients FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience
Knowledge of financial planning including goals-based planning, asset allocation, retirement planning, and education funding Knowledge of the securities industry, including U.S. Bancorp Investments, and investment and insurance products and services Knowledge of private banking products and services, including credit processes and policies Ability to present investment strategies to clients with a holistic planning approach 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 Disability Accommodations
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 support team members’ well-being and financial security. 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 (two to five weeks, depending on salary grade and tenure) Up to 11 paid holidays Adoption assistance Sick and Safe Leave accruals U.S. Bank is an equal opportunity employer and considers 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 by law. Other Compliance and Notices
E-Verify: U.S. Bank participates in the E-Verify program. Salary range: This role pays an annual base salary between $65,000 and $78,000, plus incentive eligibility based on production under the applicable plan. Background checks: U.S. Bank conducts background checks as permitted by local laws and regulations. Some positions may be subject to additional regulatory or compliance requirements. Posting may close earlier due to high volume of applicants. Posting may be closed earlier due to high volume of applicants.
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