Wealth Planning & Investment Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance delivery for affluent clients in California. You will construct tailored goals-based portfolios and collaborate with AMG or open-architecture platforms to deliver investment strategy and due diligence.

The role requires a bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus state insurance license; strong communication and relationship skills are essential. Competitive benefits apply.

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 and insurance strategies for clients.
• Collaborate with Wealth Management Team to tailor goals-based portfolios.
• Advise on asset management, trust administration and research.

Skills

Relationship management

Sales experience

Communication skills

Education

Bachelor's degree or equivalent

FINRA licenses & state insurance license

Tools

Portfolio management tools

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance delivery for affluent clients in California. You will construct tailored goals-based portfolios and collaborate with AMG or open-architecture platforms to deliver investment strategy and due diligence.

The role requires a bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus state insurance license; strong communication and relationship skills are essential. Competitive benefits apply.