Wealth Management Advisor: Strategic Investment Partner

U.S. Bank; Seacliff (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

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in California is seeking a Wealth Management Advisor to help affluent clients with investment planning, insurance, and comprehensive financial strategies. You’ll meet clients, assess needs, and tailor solutions using our product portfolio.

This role requires 3–5 years in financial sales, FINRA Series 7 and 66 (or 7/63/65) and an applicable state insurance license. You’ll work in a collaborative team, with strong support and a broad set of tools including Salesforce and MoneyGuidePro.

Qualifications

• Bachelor's degree or equivalent work experience.
• Three to five years of experience in a financial sales position.
• FINRA Series 7 and 66 or Series 7 and 63/65 with applicable state insurance license.

Responsibilities

• Meet with affluent clients to collect financial information and assess needs.
• Determine suitable financial products for clients' circumstances.
• Deliver strategies including portfolio management, trust administration, and insurance.
• Provide investment research, due diligence, and market views.
• Construct tailored investment management and insurance solutions.
• Refer and partner with other U.S. Bank channels as appropriate.

Skills

Financial sales

Affluent client experience

Relationship management

Education

Bachelor's degree or equivalent

Tools

Salesforce

MoneyGuidePro

Seismic

Job description

U.S. Bank in California is seeking a Wealth Management Advisor to help affluent clients with investment planning, insurance, and comprehensive financial strategies. You’ll meet clients, assess needs, and tailor solutions using our product portfolio.

This role requires 3–5 years in financial sales, FINRA Series 7 and 66 (or 7/63/65) and an applicable state insurance license. You’ll work in a collaborative team, with strong support and a broad set of tools including Salesforce and MoneyGuidePro.