Wealth Management Advisor: Client-Focused Planning Lead

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer‑funded retirement

Paid vacation and holidays

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, advisory services, and insurance products for high-net-worth clients.

You will deliver tailored portfolios, work with AMG/open architecture, and translate client goals into actionable strategies. The role emphasizes portfolio construction, risk management, and holistic financial planning, with emphasis on relationship management and effective client communication.

Qualifications

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

Responsibilities

• Lead investment planning and advisory delivery for clients and families.
• Collaborate with AMG or open architecture to provide investment research and portfolio construction.
• Explain goals-based investment strategies and tailor recommendations to client needs.

Skills

Financial sales experience

Affluent client experience

Portfolio construction

Financial planning knowledge

Relationship management

Communication skills

Education

Bachelor's degree

Tools

FINRA licenses (Series 7/63/65/66)

Insurance license

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning, advisory services, and insurance products for high-net-worth clients.

You will deliver tailored portfolios, work with AMG/open architecture, and translate client goals into actionable strategies. The role emphasizes portfolio construction, risk management, and holistic financial planning, with emphasis on relationship management and effective client communication.