Wealth Strategy Advisor

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

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Fortuna, California seeks a Wealth Management Advisor to lead investment planning and advisory services for affluent clients. You will coordinate portfolio management, trust administration, and strategy delivery, leveraging AMG or open architecture to tailor solutions.

The role requires FINRA licenses, a bachelor's degree or equivalent, and 3–5 years in financial sales, with strong relationship-building and communication skills. Competitive salary and comprehensive benefits apply.

Qualifications

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

Responsibilities

• Lead investment planning and advisory for wealth management team.
• Construct goals-based investment portfolios tailored to client goals.
• Advise clients using AMG or U.S. Bancorp Investment open architecture to deliver investment insights and portfolio construction.

Skills

Financial sales

Wealth management

Client advisory

Portfolio knowledge

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in Fortuna, California seeks a Wealth Management Advisor to lead investment planning and advisory services for affluent clients. You will coordinate portfolio management, trust administration, and strategy delivery, leveraging AMG or open architecture to tailor solutions.

The role requires FINRA licenses, a bachelor's degree or equivalent, and 3–5 years in financial sales, with strong relationship-building and communication skills. Competitive salary and comprehensive benefits apply.