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Wealth Management Advisor - Fort Collins at U.S. Bank - ApplyBlast

Wealth Management Advisor - Fort Collins

U.S. Bank

4 months ago

3.3 on Glassdoor

Fort Collins, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Wealth Management Advisor leads investment planning and insurance product delivery for clients, constructing tailored portfolios based on their unique goals. The role involves partnering with the team to provide economic views, investment strategies, and due diligence using U.S. Bank's Asset Management Group or open architecture platforms. Advisors assist families by understanding their objectives and delivering customized financial services.

Responsibilities

Construct appropriate goals-based investment portfolios for clients
Deliver tailored investment management and insurance services
Provide economic and market views to clients
Conduct due diligence on manager and fund research
Manage client relationships and drive new business development

Skills

Qualifications

Bachelor's degreeFINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

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Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.