Wealth Management Advisor – Associate Career Path

US Bank; San Carlos (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a developmental Financial Advisor at the Associate level to learn and grow while assisting existing and prospective customers with financial goals and current positions.

Under the guidance of a senior advisor, you will develop expertise in securities, tailor investment advice to client objectives, and engage in business development and promotional activities in compliance with laws and policies.

Qualifications

• Bachelor's degree, or equivalent work experience.
• At least two years of industry related experience in a financial sales or wealth position.
• Will need to complete FINRA Series 7, 65 or 66 and state insurance licenses within the first 6 months of employmet

Responsibilities

• Consult with existing and prospective customers to determine financial goals and current financial position.
• Develop expertise and knowledge of the securities industry to analyze and interpret customer investment objectives.
• Engage in business development and promotional activities.

Skills

Two years financial sales experience

Securities industry knowledge

Analytical/decision-making skills

Microsoft Office proficiency

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank is seeking a developmental Financial Advisor at the Associate level to learn and grow while assisting existing and prospective customers with financial goals and current positions.

Under the guidance of a senior advisor, you will develop expertise in securities, tailor investment advice to client objectives, and engage in business development and promotional activities in compliance with laws and policies.