Wealth Management Advisor - Colorado Springs

Wealth Management Advisor – Colorado Springs at U.S. Bank

We are looking for an experienced Wealth Management Advisor to join our team in Colorado Springs. As a key member of our Wealth Management Team, you will lead investment planning and insurance products for high‑net‑worth clients.

The Wealth Management Advisor (WMA) is responsible for delivering portfolio management, trust administration, investment advisory and insurance services. You will work closely with clients and families to understand their unique goals, build goal‑based investment portfolios, and provide economic and market insights using U.S. Bank’s Asset Management Group (AMG) or U.S. Bancorp Investment’s open‑architecture platforms.

• Bachelor’s degree or equivalent work experience
• 3–5 years of financial sales experience, preferably with affluent clients
• FINRA Series 7, 63, 65 or 66 license and applicable state insurance license

• Strong knowledge of financial planning, including goals‑based planning, asset allocation, retirement planning, and education funding
• Expertise in the securities industry and U.S. Bancorp Investments’ products and services
• Extensive knowledge of private banking products, credit processes, and policies
• Relationship management, sales, and new‑business development skills
• Analytical and problem‑solving abilities
• Excellent verbal and written communication skills
• Proficiency with relational and planning software tools

If you require accommodations during the application or hiring process due to a disability, please refer to our disability accommodations for applicants.

• Healthcare (medical, dental, vision)
• Basic and optional term life insurance
• Short‑term and long‑term disability
• Pregnancy disability and parental leave
• 401(k) with employer match
• Paid vacation (2–5 weeks, depending on salary grade and tenure)
• Up to 11 paid holidays
• Adoption assistance
• Sick and Safe Leave accruals of 1 hour per 30 hours worked, up to 80 hours per year

U.S. Bank is an equal‑opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.

U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program. Learn more about E‑Verify at https://(Use the "Apply for this Job" box below)./.

This role offers an annual base salary between $65,000 and $78,000, plus incentive opportunities based on performance.

U.S. Bank will consider qualified applicants with arrest or conviction records. Background checks are conducted in accordance with applicable local and federal regulations.

Applicants must comply with U.S. Bank policies, including the Code of Ethics, Business Conduct, and related workplace policies.

Posting may be closed earlier due to high volume of applicants.

Seniority Level: Mid‑Senior level

Employment Type: Full‑time

Job Function: Finance and Sales

Industries: Banking