Wealth Planning & Portfolio Advisor

Usbank; San Jose (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank’s Wealth Management Advisor (WMA) role leads investment planning and delivery of strategies for clients, including portfolio management, trust administration, investment advisory and insurance services.

WMAs partner with the Wealth Management Team to understand clients' goals and build tailored, goals-based portfolios using AMG or open architecture. The WMA collaborates with clients to deliver comprehensive financial guidance and service, helping clients and families achieve their

Qualifications

• Bachelor's degree or equivalent work experience.
• Three to five 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.

Responsibilities

• Lead investment planning and delivery of strategies for clients.
• Collaborate with Wealth Management Team to understand client goals and build goals-based portfolios.
• Provide investment and insurance solutions using AMG or open architecture and research.

Skills

Financial planning knowledge

Relationship management

Sales and business development

Excellent communication

Education

Bachelor's degree

Job description

U.S. Bank’s Wealth Management Advisor (WMA) role leads investment planning and delivery of strategies for clients, including portfolio management, trust administration, investment advisory and insurance services.

WMAs partner with the Wealth Management Team to understand clients' goals and build tailored, goals-based portfolios using AMG or open architecture. The WMA collaborates with clients to deliver comprehensive financial guidance and service, helping clients and families achieve their