Wealth Management Advisor: Goals-Based Planner

Us Bank; Chino (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic term life insurance

Short-term disability

Long-term disability

Pregnancy and parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor (WMA) to lead investment planning and insurance services on the Wealth Management Team in California.

The role focuses on delivering tailored investment strategies, portfolio management, and trust administration to affluent clients. The ideal candidate will hold FINRA licenses (7/63/65/66), a bachelor's degree, 3–5 years in financial sales, and be adept at presenting strategies and building long-term client relationships within U.S.

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

• Deliver strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
• Partner with the team to understand clients' goals and build goals-based investment portfolios.
• Advise clients through AMG or open architecture to tailor investment management and insurance services.

Skills

Financial planning

Asset allocation

Retirement planning

Education funding

Relationship management

Sales experience

Communication skills

client servicing

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Wealth Management Advisor (WMA) to lead investment planning and insurance services on the Wealth Management Team in California.

The role focuses on delivering tailored investment strategies, portfolio management, and trust administration to affluent clients. The ideal candidate will hold FINRA licenses (7/63/65/66), a bachelor's degree, 3–5 years in financial sales, and be adept at presenting strategies and building long-term client relationships within U.S.