Developmental Wealth Advisor — Associate

U.S. Bank; Pasadena (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Parental leave

Job summary

U.S. Bank in Pasadena seeks a developmental Financial Advisor at the Associate level.

Under guidance of a senior advisor, you will learn to consult with existing and prospective customers to determine financial goals and current positions, and to recommend products to meet objectives while complying with laws and policies. You will develop expertise in securities, perform due diligence, and engage in business development while building strong client relationships.

Qualifications

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

Responsibilities

• Consult with existing and prospective customers to determine financial goals and current financial position.
• Recommend financial products to meet customer/prospect objectives, risk tolerance, and tax considerations.
• Develop expertise in securities industry to analyze investment objectives and provide customized advice.
• Engage in business development and promotional activities.

Skills

Analytical skills

Interpersonal communication

Verbal and written communication

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Desktop planning tools

Job description

U.S. Bank in Pasadena seeks a developmental Financial Advisor at the Associate level.

Under guidance of a senior advisor, you will learn to consult with existing and prospective customers to determine financial goals and current positions, and to recommend products to meet objectives while complying with laws and policies. You will develop expertise in securities, perform due diligence, and engage in business development while building strong client relationships.