Strategic Wealth Advisor & Portfolio Planner

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

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Parental Leave

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, portfolio management, trust administration, and insurance solutions for affluent clients. You will collaborate with the Wealth Management Team to tailor goals-based portfolios and deliver investment strategies using AMG or U.S.

Bancorp Investment platforms. The role requires a bachelor’s degree, 3–5 years in financial sales, and FINRA licenses plus state insurance license.

Qualifications

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

Responsibilities

• Lead portfolio management, trust administration, investment advisory and insurance delivery for clients.
• Partner with the team to understand client goals and construct goals-based investment portfolios.
• Advise clients using AMG or U.S. Bancorp Investment open architecture to deliver research and portfolio construction.

Skills

FINRA license

Education

Bachelor’s degree or equivalent

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, portfolio management, trust administration, and insurance solutions for affluent clients. You will collaborate with the Wealth Management Team to tailor goals-based portfolios and deliver investment strategies using AMG or U.S.

Bancorp Investment platforms. The role requires a bachelor’s degree, 3–5 years in financial sales, and FINRA licenses plus state insurance license.