Wealth Planning Advisor — Client Growth & Strategy

US Bank; Seacliff (CA); Presencial; USD 65.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

401(k) and employer‑funded retirement

Paid vacation and holidays

Adoption assistance

Descripción de la vacante

U.S. Bank Wealth Management is hiring an experienced Wealth Management Advisor to lead investment planning and insurance advisory services for affluent clients. You’ll meet clients, assess needs, and tailor strategies across portfolios while collaborating with internal partners to deliver comprehensive wealth solutions.

The role emphasizes strong relationship management, market insights, and a client-first approach, with access to robust tools and a supportive team in a Fortune 150 environment.

Formación

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

Responsabilidades

• Meet with affluent clients to collect financial information, conduct discovery, assess investment needs and client goals.
• Determine suitable financial products for clients’ circumstances.
• Facilitate strategies including portfolio management, trust administration, investment advisory, and insurance.
• Deliver market views, investment strategy, and due diligence.
• Portfolio construction and tailored investment management and insurance services.
• Refer and partner with other financial services within U.S. Bank channels.

Conocimientos

Financial planning

Securities knowledge

Private banking

Presentation skills

Relationship management

Analytical thinking

Communication skills

CRM proficiency

Educación

Bachelor's degree or equivalent

Herramientas

MoneyGuidePro

Salesforce

Seismic

Descripción del empleo

U.S. Bank Wealth Management is hiring an experienced Wealth Management Advisor to lead investment planning and insurance advisory services for affluent clients. You’ll meet clients, assess needs, and tailor strategies across portfolios while collaborating with internal partners to deliver comprehensive wealth solutions.

The role emphasizes strong relationship management, market insights, and a client-first approach, with access to robust tools and a supportive team in a Fortune 150 environment.