Wealth Management Advisor

2 weeks ago


Boulder, Colorado, United States U.S. Bank Full time
Job Description

At U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Wealth Management Advisor, you'll play a key role in delivering tailored investment and insurance solutions to our affluent clients.

Key Responsibilities:
  • Meet with clients to understand their financial needs and goals
  • Determine the best investment and insurance products to meet their needs
  • Develop and implement customized investment strategies
  • Provide ongoing portfolio management and monitoring
  • Collaborate with other financial services teams to deliver comprehensive solutions
What You'll Thrive In:
  • A dynamic and supportive team environment
  • A wide range of investment and insurance products to choose from
  • State-of-the-art technology platforms to streamline your work
  • Ongoing training and development opportunities
  • A comprehensive benefits package, including healthcare, retirement plans, and more
Requirements:
  • Bachelor's degree or equivalent work experience
  • Three to five years of experience in a financial sales position
  • FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

We're an equal opportunity employer committed to creating a diverse workforce. If you're passionate about helping others achieve their financial goals, we encourage you to apply.


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