Wealth Management Advisor - Strategy, Planning & Growth

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

Benefits offered by this job

Health insurance

Retirement plan

Paid vacation

Paid holidays

Parental leave

Life insurance

Job summary

U.S. Bank is seeking a Wealth Management Advisor in California to lead investment planning and insurance product delivery within the Wealth Management Team.

You will tailor goals-based portfolios, collaborate with AMG and investment partners, and support high-net-worth clients with comprehensive financial planning. The role emphasizes portfolio construction, strategy presentation, and strong relationships across clients and internal teams.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years in financial sales, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 license and state insurance license.

Responsibilities

• Lead investment planning discussions and build goals-based portfolios for clients.
• Deliver strategies using AMG or U.S. Bancorp Investment resources.
• Maintain strong client relationships and provide ongoing financial guidance.

Skills

Financial planning

Portfolio management

Relationship management

Client communication

Presentation skills

Analytical thinking

Education

Bachelor's degree or equivalent work experience

Tools

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor in California to lead investment planning and insurance product delivery within the Wealth Management Team.

You will tailor goals-based portfolios, collaborate with AMG and investment partners, and support high-net-worth clients with comprehensive financial planning. The role emphasizes portfolio construction, strategy presentation, and strong relationships across clients and internal teams.