Advisor

• Serve as the investment planning and investment and insurance products lead on the Wealth Management Team
• Facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies and capabilities
• Partner with the team to understand clients’ and families’ unique goals and objectives
• Construct appropriate goals-based investment portfolios
• Advise clients using U.S. Bank's Asset Management Group or U.S. Bancorp Investment's open architecture where appropriate
• Deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction
• Provide tailored investment management and insurance services based on each client's unique situation

Advisor jobs in Colorado

Wealth Management Advisor