Wealth Management Advisor-Westminster
U.S. Bancorp
📍 Westminster, CO
💼 Finance
💵 $75,022 – $75,022/yr
Full-time
Pay
$75,022 – $75,022/yr
Job type
Full-time
Location
Westminster, CO
Category
Finance
Posted
2 days ago
Expires
2026-08-01
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Full job description
Wealth Management Advisor 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 portf…