Wealth Management Advisor - Parker, Co

U.S. Bank

Parker, CO, United States
Base: $65,000 - $80,200; bonus/equity: not specifi...
Experience with affluent clients
Investment planning and insurance products
Portfolio management and trust administration
U.S. Bank is dedicated to helping customers make better financial decisions and enabling community growth

Job Summary

  • U.S. Bank is dedicated to helping customers make better financial decisions and enabling community growth.
  • The Wealth Management Advisor meets with affluent clients to assess their unique financial needs and deliver tailored investment strategies.
  • Employees benefit from a comprehensive rewards program, coaching opportunities, and a collaborative work environment.

Matching Summary

U.S. Bank is dedicated to helping customers make better financial decisions and enabling community growth.

Salary

Base: $65,000 - $80,200; Bonus/Equity: Not specified; Benefits: Comprehensive Total Rewards Program

Skills & Requirements

Must-have

  • Experience with affluent clients
  • Investment planning and insurance products
  • Portfolio management and trust administration

Nice-to-have

  • Strong relationship management skills
  • Excellent communication abilities
  • Collaborative team environment

Key Requirements

  • Bachelor's degree or equivalent experience
  • Three to five years in financial sales
  • FINRA Series 7 and 66 or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter