Wealth Planning & Investments Advisor

Us Bank; San Diego (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Paid vacation

Up to 11 paid holidays

Retirement plan

Adoption assistance

Job summary

U.S. Bank Wealth Management Advisor leads on investment planning, portfolio management, trust administration, investment advisory and insurance. They deliver tailored strategies using AMG or U.S.

Bancorp Investment's open architecture to meet each client’s goals-based needs and deliver appropriate investment solutions. The WM Advisor partners with the team to understand clients’ objectives and construct goals-based portfolios, while applying regulatory and risk controls and maintaining strong

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of experience in financial sales, 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 advisory for clients, including portfolio construction and insurance coordination.
• Partner with AMG or U.S. Bancorp Investment's open architecture to deliver strategies and advisory services.
• Understand clients' goals to build tailored, goals-based investment portfolios and maintain strong client relationships.

Skills

Financial planning

Relationship management

Sales skills

Communication skills

Analytical skills

Problem solving

Education

Bachelor's degree or equivalent

Tools

Desktop planning tools

Job description

U.S. Bank Wealth Management Advisor leads on investment planning, portfolio management, trust administration, investment advisory and insurance. They deliver tailored strategies using AMG or U.S.

Bancorp Investment's open architecture to meet each client’s goals-based needs and deliver appropriate investment solutions. The WM Advisor partners with the team to understand clients’ objectives and construct goals-based portfolios, while applying regulatory and risk controls and maintaining strong