Wealth Management Associate: Launch Your Advisory Career

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) and retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Developmental Financial Advisor at the Associate level to learn under a senior advisor and help clients assess goals and current financial positions. You will conduct due diligence and recommend suitable products while building knowledge of securities and markets to tailor investment advice within regulatory guidelines.

The role includes business development activities. Applicants should have a bachelor’s degree or equivalent, at least two years in financial sales or wealth,

Qualifications

• Bachelor's degree or equivalent work experience.
• At least two years of industry related experience in a financial sales or wealth position.
• Must complete FINRA Series 7, 65 or 66 and state licenses within the first 6 months of employmet

Responsibilities

• Consult with existing and prospective customers to determine financial goals and current position.
• Recommend financial products to meet objectives considering risk and tax exposure.
• Develop expertise in securities markets to tailor investment advice for objectives.
• Engage in business development and promotional activities.

Skills

Customer consultation

Financial analysis

Regulatory compliance

Financial product knowledge

Education

Bachelor's degree or equivalent work experience

FINRA Series 7/65/66 licensing within 6 months

Tools

Microsoft Office

Job description

U.S. Bank seeks a Developmental Financial Advisor at the Associate level to learn under a senior advisor and help clients assess goals and current financial positions. You will conduct due diligence and recommend suitable products while building knowledge of securities and markets to tailor investment advice within regulatory guidelines.

The role includes business development activities. Applicants should have a bachelor’s degree or equivalent, at least two years in financial sales or wealth,