Wealth Management Advisor - Albuquerque

U.S. Bancorp
Albuquerque
Workplace: OnsiteFull timeUSD 65,000 - 80,200 annuallyFunction: SalesEducation: bachelorsSkills: ["Communication","Relationship management","Sales","New business development","Analytical and problem-solving"]

Advise affluent clients by collecting financial information, discovering needs, and tailoring investment, trust, and insurance strategies. Deliver market and economic views, lead manager/fund/security research and due diligence, and build personalized portfolios to support goals like retirement and education funding. Use platforms such as MoneyGuidePro, Salesforce, and Seismic to serve clients efficiently, while leveraging marketing warm leads and partnering across U.S. Bank channels.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Wealth Management Advisor - Albuquerque

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live

Job Summary

Advise affluent clients by collecting financial information, discovering needs, and tailoring investment, trust, and insurance strategies. Deliver market and economic views, lead manager/fund/security research and due diligence, and build personalized portfolios to support goals like retirement and education funding. Use platforms such as MoneyGuidePro, Salesforce, and Seismic to serve clients efficiently, while leveraging marketing warm leads and partnering across U.S. Bank channels.
Location: Albuquerque
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Meet with affluent clients to gather financial information, conduct discovery, and assess investment needs.
  • •Recommend suitable investment and insurance products based on clients’ unique circumstances.
  • •Facilitate delivery of strategies including portfolio management, trust administration, investment advisory, and insurance.
  • •Provide economic and market views, perform manager/fund/security research, and conduct due diligence.
  • •Construct tailored portfolios and partner with other U.S. Bank channels as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Bachelor’s degree, or equivalent work experience.
  • •3 to 5 years of experience in a financial sales position, preferably with affluent clients.
  • •FINRA Series 7 and 66 (or Series 7 and 63/65) and an applicable state insurance license.
  • •Extensive knowledge of financial planning (goals-based planning, asset allocation, retirement planning, education funding).
  • •Strong presentation, relationship management, sales/new business development, and analytical/problem-solving skills.
Experience:Financial servicesWealth managementAffluent clientsSecurities industry
Education:Bachelor's
Skills:CommunicationRelationship managementSalesNew business developmentAnalytical and problem-solving
Licenses:State insurance license
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65
Tech Stack:MoneyGuideProSalesforceSeismic

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
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