Wealth Management Advisor: Portfolio Strategy & Client Growth

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

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank’s Wealth Management Advisor role leads investment planning and insurance product delivery, partnering with the team to tailor goals-based portfolios and help clients achieve financial objectives.

The WMA works with AMG or open architecture to provide asset management insights, portfolio construction, and comprehensive client service; strong communication and relationship management are essential.

Qualifications

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

Responsibilities

• Lead delivery of investment planning and insurance products for clients.
• Build goals-based portfolios by understanding clients' objectives.
• Advising via AMG or open architecture to provide market views and due diligence.
• Collaborate with Wealth Management Team to deliver tailored client solutions.

Skills

Financial sales experience

Affluent client experience

Licensing (FINRA 7/63/65/66)

Education

Bachelor's degree

Job description

U.S. Bank’s Wealth Management Advisor role leads investment planning and insurance product delivery, partnering with the team to tailor goals-based portfolios and help clients achieve financial objectives.

The WMA works with AMG or open architecture to provide asset management insights, portfolio construction, and comprehensive client service; strong communication and relationship management are essential.