Strategic Wealth Advisor

U.S. Bank; Auburn (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

Disability insurance

Parental leave

Bonuses/incentives

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for clients. You will coordinate portfolio construction, utilize AMG or open architecture, and tailor strategies to each client’s goals.

This role emphasizes relationship management and holistic financial planning for affluent clients. Successful candidates will have a solid track record in financial sales, proper licenses, and strong communication skills to partner with teams and deliver tailored

Qualifications

• Experience in financial sales, preferably with affluent clients.
• Strong knowledge of investment and insurance products.
• Excellent communication and relationship-building skills.

Responsibilities

• Lead investment planning and advisory delivery for clients.
• Partner with team to construct goals-based portfolios.
• Present investment strategies and coordinate with AMG or open architecture.
• Support clients in achieving financial objectives.

Skills

Financial sales experience

Relationship management

Strong communication skills

Licensing: FINRA Series 7/63/65/66

Education

Bachelor's degree or equivalent experience

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for clients. You will coordinate portfolio construction, utilize AMG or open architecture, and tailor strategies to each client’s goals.

This role emphasizes relationship management and holistic financial planning for affluent clients. Successful candidates will have a solid track record in financial sales, proper licenses, and strong communication skills to partner with teams and deliver tailored