Wealth Management Advisor - Custom Portfolios & Planning

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

Benefits offered by this job

Healthcare

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank in California seeks a Wealth Management Advisor to lead investment planning and insurance delivery on the Wealth Management Team. You will help clients build goals-based portfolios and advise using AMG or U.S. Bancorp Investment platforms for tailored solutions.

Requires a Bachelor's degree, 3–5 years in financial sales, and FINRA licenses with state insurance credentials. Strong communication, analytical, and relationship skills are essential for success.

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 licenses and applicable state insurance license.

Responsibilities

• Facilitate delivery of strategies including portfolio management, trust administration, investment advisory and insurance.
• Advise clients using AMG or U.S. Bancorp Investment open architecture to develop goals-based portfolios.
• Present investment strategies and maintain a holistic approach to financial planning.

Skills

Financial sales

Client relationship management

Portfolio construction

Communication skills

Presentation skills

Education

Bachelor's degree or equivalent

Tools

Desktop planning tools

Job description

U.S. Bank in California seeks a Wealth Management Advisor to lead investment planning and insurance delivery on the Wealth Management Team. You will help clients build goals-based portfolios and advise using AMG or U.S. Bancorp Investment platforms for tailored solutions.

Requires a Bachelor's degree, 3–5 years in financial sales, and FINRA licenses with state insurance credentials. Strong communication, analytical, and relationship skills are essential for success.