Wealth Management Advisor-westminster

U.S. Bank

Westminster, CO, US
Base: $65,000 - $80,200; bonus/equity: not specifi...
Experience with affluent clients
Investment planning and insurance products
Strong relationship management skills
U.S. Bank is dedicated to helping customers make smarter financial decisions

Job Summary

  • U.S. Bank is dedicated to helping customers make smarter financial decisions.
  • The role involves meeting affluent clients to assess their unique investment needs.
  • Employees benefit from a comprehensive total rewards program and work-life balance.

Matching Summary

U.S. Bank is 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
  • Strong relationship management skills

Nice-to-have

  • Excellent interpersonal communication skills
  • Collaborative team environment
  • Coaching and mentoring opportunities

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