Wealth Management Advisor - Albuquerque

U.S. Bank

Albuquerque, New Mexico, US
Base: $65,000 - $80,200; bonus/equity: not specifi...
Experience with affluent clients
Investment planning and insurance products
Portfolio management and trust administration
At U.S. Bank, we’re dedicated to helping customers make smarter financial decisions

Job Summary

  • At U.S. Bank, we’re dedicated to helping customers make smarter financial decisions.
  • The Wealth Management Advisor will assess clients' unique financial needs and deliver tailored strategies.
  • Enjoy a comprehensive rewards program that supports your health and work-life balance.

Matching Summary

At U.S. Bank, we’re dedicated to helping customers make smarter financial decisions.

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 presentation abilities
  • Excellent interpersonal communication skills
  • Collaborative team environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter