Junior Wealth Advisor: Investment Planning & Growth

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

Benefits offered by this job

Healthcare

401(k) retirement plan

Paid vacation

Paid holidays

Parental leave

Disability insurance

Job summary

U.S. Bank is seeking a developmental Financial Advisor at the Associate level.

Under the guidance of a senior advisor, you will learn to consult with existing and prospective customers to determine financial goals and current financial position, and to tailor investment advice while complying with laws and corporate policies. This role includes business development and promotional activities; requires a Bachelor's degree and two years in financial sales or wealth, with FINRA Series 7/65/66 and

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 licenses within six months.

Responsibilities

• Consult with existing and prospective customers to determine financial goals and current position.
• Conduct due diligence on clients to recommend suitable financial products.
• Develop customized investment advice aligned with objectives, risk tolerance and tax considerations.
• Engage in business development and promotional activities.

Skills

Financial advisory

Consultation

Communication skills

Analytical skills

Education

Bachelor's degree

Job description

U.S. Bank is seeking a developmental Financial Advisor at the Associate level.

Under the guidance of a senior advisor, you will learn to consult with existing and prospective customers to determine financial goals and current financial position, and to tailor investment advice while complying with laws and corporate policies. This role includes business development and promotional activities; requires a Bachelor's degree and two years in financial sales or wealth, with FINRA Series 7/65/66 and