Wealth Management Advisor: Craft Custom Portfolios & Growth

U.S. Bank; Arcata (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’s Wealth Management Advisor role leads investment planning, portfolio management, trust administration and insurance services for affluent clients. You will tailor goals-based portfolios and work with AMG or open architecture to deliver strategic insights and personalized advisory support.

The position emphasizes strong relationship management, sales and new business development, with a focus on holistic financial planning and client outcomes that align with long-term wealth goals.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of experience in financial sales, preferably with the affluent client segment.
• FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.

Responsibilities

• Lead on portfolio management, trust administration, investment advisory and insurance.
• Partner with the team to understand clients' goals and construct goals-based portfolios.
• Advise clients using AMG or open architecture to deliver investment insights.
• Present investment strategies and maintain a holistic planning approach.

Skills

Relationship management

Sales skills

New business development

Analytical skills

Communication skills

Financial planning knowledge

Portfolio construction

Investments knowledge

Education

Bachelor's degree

Tools

Desktop planning tools

Job description

U.S. Bank’s Wealth Management Advisor role leads investment planning, portfolio management, trust administration and insurance services for affluent clients. You will tailor goals-based portfolios and work with AMG or open architecture to deliver strategic insights and personalized advisory support.

The position emphasizes strong relationship management, sales and new business development, with a focus on holistic financial planning and client outcomes that align with long-term wealth goals.