Wealth Management Advisor - Albuquerque

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.