Wealth Strategy Advisor

US 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-term &

Pregnancy disability & parental leave

401(k) and employer-funded retirement

Paid vacation (2–5 weeks)

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies on its Wealth Management Team. You will collaborate with clients to understand goals and build goals-based portfolios using AMG or open architecture to deliver tailored advisory services.

The role requires a Bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus a state insurance license; strong communication and relationship skills are highly valued.

Qualifications

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

Responsibilities

• Lead investment planning and insurance services for clients.
• Construct goals-based portfolios using AMG or open architecture.
• Partner with the team to deliver tailored investment management.

Skills

Relationship management

Portfolio construction

FINRA licenses

Education

Bachelor's degree

Tools

Desktop planning tools

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies on its Wealth Management Team. You will collaborate with clients to understand goals and build goals-based portfolios using AMG or open architecture to deliver tailored advisory services.

The role requires a Bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus a state insurance license; strong communication and relationship skills are highly valued.