Strategic Wealth Advisor & Planning Expert

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) and retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Wealth Management Advisor (WMA) to lead investment planning and insurance services for clients on the Wealth Management Team. You will partner with AMG or U.S.

Bancorp Investment open architecture to deliver tailored goals-based portfolios and investment strategies. The position requires a Bachelor’s degree, 3–5 years in financial sales (affluent segment), and FINRA licenses plus a state insurance license.

Qualifications

• Bachelor's degree, or equivalent work experience.
• 3–5 years of experience in financial sales, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.

Responsibilities

• Lead investment planning and insurance discussions for clients.
• Facilitate delivery of strategies including portfolio management and trust administration.
• Advise using AMG or open architecture to tailor goals-based portfolios.
• Build lasting client relationships and present investment strategies clearly.

Skills

Financial sales experience

Affluent client segment

Relationship management

Communication skills

Education

Bachelor's degree

Tools

FINRA Series 7/63/65/66 licenses

State insurance license

Job description

U.S. Bank seeks a Wealth Management Advisor (WMA) to lead investment planning and insurance services for clients on the Wealth Management Team. You will partner with AMG or U.S.

Bancorp Investment open architecture to deliver tailored goals-based portfolios and investment strategies. The position requires a Bachelor’s degree, 3–5 years in financial sales (affluent segment), and FINRA licenses plus a state insurance license.