Wealth Management Advisor I — Build Investment Solutions

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

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Disability insurance

Job summary

U.S. Bank is seeking a Developmental Financial Advisor at the Associate level to learn under a senior advisor, consulting with customers to determine financial goals and their current financial position.

The role involves due diligence on clients, recommending financial products, and developing expertise in securities to provide customized investment advice that complies with laws and policies. There is an emphasis on business development.

Qualifications

• Bachelor’s degree or equivalent work experience.
• At least two years of industry-related experience in financial sales or wealth position.
• FINRA Series 7, 65 or 66 and state licenses within 6 months.

Responsibilities

• Consult with customers to determine financial goals and current position.
• Provide customized investment advice aligning with objectives and risk tolerance.
• Engage in business development and promotional activities while complying with laws and policies.

Skills

Analytical skills

Interpersonal communication

Written communication

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

U.S. Bank is seeking a Developmental Financial Advisor at the Associate level to learn under a senior advisor, consulting with customers to determine financial goals and their current financial position.

The role involves due diligence on clients, recommending financial products, and developing expertise in securities to provide customized investment advice that complies with laws and policies. There is an emphasis on business development.