Wealth Planning & Investment Advisory Lead

U.S. Bank; Sacramento (CA); In loco; USD 65.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare

401(k)

Paid vacation

Life insurance

Descrizione del lavoro

U.S. Bank is seeking a Wealth Management Advisor in California to lead investment planning and advisory within the Wealth Management Team. You will deliver tailored, goals-based portfolios and coordinate with AMG or U.S.

Bancorp Investment resources to implement strategies and research opportunities. Requirements include a Bachelor's degree or equivalent, 3–5 years in financial sales with affluent clients, and FINRA licenses.

Competenze

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

Mansioni

• Lead investment planning and advisory across portfolios and insurance products.
• Construct goals-based investment portfolios and tailor strategies for clients.
• Present investment strategies and maintain a holistic planning approach while managing client relationships.

Conoscenze

Financial sales

Affluent clients

FINRA licenses

Insurance license

Portfolio management

Formazione

Bachelor's degree or equivalent

Strumenti

Planning software

Descrizione del lavoro

U.S. Bank is seeking a Wealth Management Advisor in California to lead investment planning and advisory within the Wealth Management Team. You will deliver tailored, goals-based portfolios and coordinate with AMG or U.S.

Bancorp Investment resources to implement strategies and research opportunities. Requirements include a Bachelor's degree or equivalent, 3–5 years in financial sales with affluent clients, and FINRA licenses.