Emerging Wealth Advisor: Financial Planning & Growth

Us Bank; San Carlos (CA); On-site; USD 48,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Sick leave

Job summary

U.S. Bank in California seeks a Developmental Financial Advisor at the Associate level. Under a senior advisor, you will learn to consult with customers to determine goals and current financial position, and you will develop expertise to recommend suitable investment products.

You will complete required FINRA licenses within six months and participate in business development activities while learning securities industry practices under supervision.

Qualifications

• Bachelor's degree or equivalent work experience.
• Two years of industry-related financial sales or wealth experience.
• Must complete FINRA Series 7/65/66 and state licenses within six months.

Responsibilities

• Consult with existing and prospective customers to determine financial goals and current financial position.
• Analyze customer investments to tailor customized investment advice while complying with laws and policies.
• Engage in business development and promotional activities.

Skills

Analytical skills

Interpersonal skills

Communication skills

MS Office proficiency

Education

Bachelor's degree

Tools

Microsoft Office

Job description

U.S. Bank in California seeks a Developmental Financial Advisor at the Associate level. Under a senior advisor, you will learn to consult with customers to determine goals and current financial position, and you will develop expertise to recommend suitable investment products.

You will complete required FINRA licenses within six months and participate in business development activities while learning securities industry practices under supervision.