Goals-Based Wealth Advisor

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

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Parental Leave

401(k) Plan

Paid Vacation

Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank is hiring a Wealth Management Advisor to lead investment planning and insurance solutions for our affluent clients.

You will deliver tailored portfolios, collaborate with AMG or open-architecture platforms, and translate client goals into actionable investment strategies. Join a team-focused environment offering a comprehensive benefits package and a commitment to client-centric financial planning.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Three to five years of experience in a financial sales position, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.

Skills

Financial planning

Goals-based planning

Asset allocation

Retirement planning

Education funding

Private banking

Relationship management

Sales skills

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank is hiring a Wealth Management Advisor to lead investment planning and insurance solutions for our affluent clients.

You will deliver tailored portfolios, collaborate with AMG or open-architecture platforms, and translate client goals into actionable investment strategies. Join a team-focused environment offering a comprehensive benefits package and a commitment to client-centric financial planning.