Wealth Management Advisor - Sacramento, Ca

U.S. Bank

Sacramento, CA, USA
Base: $65,000 - $80,200; bonus/equity: not specifi...
Investment planning expertise
Client relationship management
Financial sales experience
U.S. Bank is committed to helping customers make better financial decisions

Job Summary

  • U.S. Bank is committed to helping customers make better financial decisions.
  • Wealth Management Advisors partner with clients to understand their unique goals.
  • The role offers a comprehensive benefits package to support team members' well-being.

Matching Summary

U.S. Bank is committed to helping customers make better financial decisions.

Salary

Base: $65,000 - $80,200; Bonus/Equity: Not specified; Benefits: Comprehensive healthcare, 401(k), paid vacation

Skills & Requirements

Must-have

  • Investment planning expertise
  • Client relationship management
  • Financial sales experience

Nice-to-have

  • Strong analytical skills
  • Excellent communication skills
  • Holistic planning approach

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3-5 years in financial sales
  • FINRA Series 7, 63, 65 or 66 license

Work Rights

Not specified

Tailored Resume

Cover Letter