Strategic Wealth Advisor & Planner

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

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Parental Leave

401(k)

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance products on the Wealth Management Team. You will align strategies with clients’ goals, deliver portfolio construction, and advise using AMG or open architecture to tailor investments.

Ideal candidates have 3–5 years in financial sales, relevant licenses, and strong relationship management. This on-site role offers comprehensive benefits and growth opportunities within U.S. Bank Wealth Management.

Qualifications

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

Responsibilities

• Lead investment planning strategies and insurance products on the Wealth Management Team.
• Collaborate with AMG or open architecture to deliver investment advisory, research, and portfolio construction.
• Tailor investment portfolios to clients’ goals and objectives; present strategies to clients.

Skills

Relationship management

Sales

New business development

Analytical skills

Communication skills

Education

Bachelor's degree

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance products on the Wealth Management Team. You will align strategies with clients’ goals, deliver portfolio construction, and advise using AMG or open architecture to tailor investments.

Ideal candidates have 3–5 years in financial sales, relevant licenses, and strong relationship management. This on-site role offers comprehensive benefits and growth opportunities within U.S. Bank Wealth Management.