Wealth Management Advisor

Jobtailor; Eureka (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

Jobtailor in Eureka, CA is seeking a Wealth Management Advisor to lead investment planning and insurance services on the Wealth Management Team.

You will facilitate strategies including portfolio management, trust administration, and investment advisory while tailoring goals-based portfolios for high-net-worth clients.

Work with AMG/open architecture to provide market views, due diligence, and bespoke investment solutions that align with each client's objectives and risk tolerance.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of experience in a financial sales position, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 licenses and state insurance license.
• Strong knowledge of financial planning including goals-based planning, asset allocation, retirement planning, and education funding.
• Securities industry knowledge including private banking products and services.
• Excellent interpersonal, verbal and written communication skills.
• Ability to present investment strategies to clients and maintain a holistic approach to planning.

Responsibilities

• Facilitate delivery of strategies including portfolio management, trust administration, investment advisory and insurance.
• Collaborate with the team to understand clients' goals and construct goals-based investment portfolios.
• Advise clients using AMG or open architecture with market views, research and due diligence.
• Develop and maintain long-term client relationships and drive new business development.

Skills

Investment Strategy

Portfolio Management

Asset Allocation

Retirement Planning

Education Funding

Securities Industry Knowledge

Private Banking Products

Credit Processes

Analytical Skills

Sales Skills

Education

Bachelor's degree or equivalent work experience

FINRA Series 7, 63, 65 or 66 licenses

State Insurance License

Tools

Desktop planning tools

Investment research platforms

Job description

Overview

• The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team.
• The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
• WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios.
• WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.

Requirements

• Bachelor's degree, or equivalent work experience
• Three to five years of experience in a financial sales position, preferably working with the affluent client segment
• FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license
• Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding
• Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services
• Extensive knowledge of private banking products and services, including credit processes and policies
• Ability to effectively present investment strategies to clients and maintains a holistic approach to planning
• Strong relationship management, sales and new business development skills
• Well-developed analytical and problem-solving skills
• Excellent interpersonal, verbal and written communication skills
• Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

Hard Skills

• Investment Strategy
• Portfolio Management
• Trust Administration
• Asset Allocation
• Retirement Planning
• Education Funding
• Securities Industry Knowledge
• Private Banking Products
• Credit Processes
• Analytical Skills

Soft Skills

• Sales Skills
• New Business Development
• Interpersonal Skills
• Verbal Communication
• Written Communication

Certifications & Qualifications

• State Insurance License