Associate Wealth Advisor | Mentorship & Growth

Us Bank; Laguna Hills (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Holiday pay

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a developmental Financial Advisor at the Associate level to learn under a senior advisor, consulting with existing and prospective customers to determine financial goals and current financial position.

This role will conduct due diligence with lower segmented clients to assess financial status and tailor investment guidance accordingly. The position emphasizes learning the securities industry, complying with laws and corporate policies, and engaging in business development

Qualifications

• Bachelor's degree, or equivalent work experience.
• At least two years of industry related experience in a financial sales or wealth position.
• FINRA Series 7, 65 or 66 and state licenses within the first 6 months of employmet

Responsibilities

• Consult with existing and prospective customers to determine financial goals and current position.
• Analyze client situations to recommend suitable financial products.
• Develop investment advice in line with laws and corporate policies.
• Engage in business development and promotional activities.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Education

Bachelor's degree, or equivalent work experience

Tools

Microsoft Office

Job description

U.S. Bank is seeking a developmental Financial Advisor at the Associate level to learn under a senior advisor, consulting with existing and prospective customers to determine financial goals and current financial position.

This role will conduct due diligence with lower segmented clients to assess financial status and tailor investment guidance accordingly. The position emphasizes learning the securities industry, complying with laws and corporate policies, and engaging in business development