Wealth Management Advisor-University Hills

US Bank Denver,, United States
wealth wealth management management advisor financial management insurance team sales wealth wealth management marketing tools
March 23, 2023
US Bank
Denver,, United States
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Job Description

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

In This Role You Will:
  • Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs
  • Determine which financial products are suitable for the client's unique circumstances
  • Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance
  • Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence
  • Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation
  • Refer and partner with other financial services within other U.S. Bank channels, as appropriate
Discover How You'll Thrive
  • An approachable and accessible leadership team that is dedicated to your success and career development
  • A rich product portfolio and open architecture so you can do what is best for your clients
  • A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients
  • Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently
  • All the resources of a Fortune 150 company with the personal feel of a smaller company
  • Marketing warm leads and qualified referrals from across the organization
  • Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools
Learn more in our digital handbook

Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments

For You:
  • Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave
  • Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team
  • Work in a collaborative environment with a high-performing team
  • Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement
Basic Qualifications
  • Bachelor's degree, or equivalent work experience
  • Three to five years of experience in a financial sales position, preferably working with the affluent client segment
  • FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license
Preferred Qualifications:
  • Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding
  • Extensive knowledge of the securities industry, including investment and insurance products and services
  • Knowledge of private banking products and services, including credit processes and policies
  • Strong presentation abilities
  • Strong relationship management, sales, and new business development skills
  • Well-developed analytical and problem-solving skills
  • Excellent interpersonal, verbal, and written communication skills
  • Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.


Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.

Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting

EEO is the Law

Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO is the Law poster.


U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

Salary range reflected is an estimate of base pay and is for the primary location. Base pay range may vary if an offer is made for work in a different location. Pay Range: $0.00 - $0.00 - $0.00

Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.

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