Wealth Planning & Investment Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic and optional)

Disability insurance (short/long-term)

Parental leave

401(k) retirement plan

Job summary

U.S. Bank Wealth Management is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery for affluent clients.

You will collaborate with the Wealth Management Team to understand clients’ goals and craft tailored portfolios while advising on strategies through AMG or open architecture. The role emphasizes client relationship management, robust financial planning knowledge, and strong communication skills, with a focus on private banking products and services.

Qualifications

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

Responsibilities

• Lead investment planning and investment and insurance product strategies for clients.
• Partner with the team to understand clients' goals and construct goals-based portfolios.
• Advise clients using AMG or open architecture to deliver investment management and insurance services.
• Present investment strategies to clients and maintain a holistic planning approach.

Skills

Financial planning

Securities industry

Private banking

Investment presentation

Relationship management

Analytical thinking

Communication skills

Financial software

Education

Bachelor's degree, or equivalent work experience

Job description

U.S. Bank Wealth Management is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery for affluent clients.

You will collaborate with the Wealth Management Team to understand clients’ goals and craft tailored portfolios while advising on strategies through AMG or open architecture. The role emphasizes client relationship management, robust financial planning knowledge, and strong communication skills, with a focus on private banking products and services.