Wealth Planning & Investment Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid time off

Job summary

U.S. Bank’s Wealth Management Advisor leads the investment planning and insurance products delivery on the Wealth Management Team. The WMA consults with clients to understand their goals and constructs tailored goals-based portfolios, leveraging AMG or open architecture for research and due diligence.

The role requires strong knowledge of financial planning, relationship management, and the ability to present investment strategies to clients while maintaining a holistic planning approach.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of experience in a financial sales position, preferably working with the affluent client segment.
• FINRA licenses and state insurance license required.

Responsibilities

• Lead investment planning and insurance product delivery for clients.
• Construct goals-based investment portfolios.
• Advise using AMG or open architecture for research and due diligence.
• Partner with team to understand client goals and objectives.

Skills

Communication skills

Relationship management

Sales skills

Analytical skills

Education

Bachelor's degree or equivalent work experience

Tools

FINRA licenses 7/63/65/66

State insurance license

Job description

U.S. Bank’s Wealth Management Advisor leads the investment planning and insurance products delivery on the Wealth Management Team. The WMA consults with clients to understand their goals and constructs tailored goals-based portfolios, leveraging AMG or open architecture for research and due diligence.

The role requires strong knowledge of financial planning, relationship management, and the ability to present investment strategies to clients while maintaining a holistic planning approach.