Wealth Planning & Investment Advisor

U.S. Bank; Watsonville (CA); Sur place; USD 65 000 - 80 000; Plein temps

Avantages offerts par ce poste

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Résumé du poste

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and deliver portfolio management, trust administration, and insurance services.

You will partner with the team to understand clients’ goals and construct tailored, goals-based portfolios using AMG or open architecture where appropriate. The role requires three to five years in financial sales, relevant FINRA licenses, and an insurance license.

Qualifications

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

Responsabilités

• Lead investment planning and portfolio management strategies, trust administration, investment advisory and insurance.
• Collaborate with AMG or open architecture teams to deliver market views and investment research.
• Construct goals-based investment portfolios tailored to each client's situation.
• Present investment strategies and maintain a holistic planning approach for clients.

Connaissances

Relationship management

Sales skills

Communication skills

Financial planning knowledge

Portfolio concepts knowledge

Formation

Bachelor's degree

FINRA Series 7, 63, 65 or 66 license

State insurance license

Outils

Desktop planning tools

Investment research resources

Description du poste

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and deliver portfolio management, trust administration, and insurance services.

You will partner with the team to understand clients’ goals and construct tailored, goals-based portfolios using AMG or open architecture where appropriate. The role requires three to five years in financial sales, relevant FINRA licenses, and an insurance license.