Wealth Advisor: Holistic Planning & Portfolios

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Sick and Safe Leave

Adoption assistance

Holiday opportunities

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products for the Wealth Management Team.

You will meet with affluent clients, assess needs, and determine suitable financial solutions, coordinating across portfolio management, trust administration, and advisory services. The role emphasizes delivering market insights, investment strategy, and thorough due diligence, with a focus on building tailored, comprehensive plans for clients and expanding

Qualifications

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

Responsibilities

• Meet with affluent clients to collect financial information and assess investment needs.
• Determine suitable financial products for clients.
• Facilitate delivery of strategies including portfolio management and insurance.
• Deliver economic views, investment strategy, and due diligence.
• Construct tailored investment management and insurance solutions.
• Refer and partner with other U.S. Bank channels as needed.

Skills

Relationship management

Presentation skills

Sales & new business development

Education

Bachelor's degree (or equivalent)

Tools

FINRA Series 7/66 OR 7/63/65 + insurance license

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products for the Wealth Management Team.

You will meet with affluent clients, assess needs, and determine suitable financial solutions, coordinating across portfolio management, trust administration, and advisory services. The role emphasizes delivering market insights, investment strategy, and thorough due diligence, with a focus on building tailored, comprehensive plans for clients and expanding