Wealth Planning Advisor — Growth & Client Impact

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

Benefits offered by this job

Healthcare

Retirement plan

Paid vacation

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance delivery within the Wealth Management Team. This role partners with clients to understand goals, advise on asset allocation, and build customized portfolios using AMG or open architecture platforms.

Strong emphasis on client relationships, sales development, and holistic financial planning drives this position. The ideal candidate will have 3–5 years in financial sales, relevant licenses, and a solid

Qualifications

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

Responsibilities

• Facilitate delivery of investment strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
• Construct goals-based investment portfolios tailored to clients’ objectives.
• Advise clients using AMG or U.S. Bancorp Investment open architecture to deliver research, strategy and portfolio construction.
• Develop and maintain relationships with clients to identify opportunities and deliver comprehensive wealth management services.

Skills

Financial planning knowledge

Relationship management

Sales and new business development

Analytical and problem-solving

Interpersonal and communication skills

Education

Bachelor's degree or equivalent work experience

FINRA Series 7, 63, 65 or 66 license

State insurance license

Tools

Desktop planning tools

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance delivery within the Wealth Management Team. This role partners with clients to understand goals, advise on asset allocation, and build customized portfolios using AMG or open architecture platforms.

Strong emphasis on client relationships, sales development, and holistic financial planning drives this position. The ideal candidate will have 3–5 years in financial sales, relevant licenses, and a solid