Wealth Management Advisor - Issaquah, Wa

U.S. Bank

Issaquah, WA, United States
Base: $65,000 - $80,200; bonus/equity: not specifi...
Investment planning expertise
Portfolio management skills
Client relationship management
At U.S. Bank, we’re on a journey to do our best

Job Summary

  • At U.S. Bank, we’re on a journey to do our best.
  • WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals.
  • Our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

Matching Summary

At U.S. Bank, we’re on a journey to do our best.

Salary

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

Skills & Requirements

Must-have

  • Investment planning expertise
  • Portfolio management skills
  • Client relationship management

Nice-to-have

  • Strong analytical skills
  • Excellent communication abilities
  • Sales and business development

Key Requirements

  • Bachelor's degree or equivalent experience
  • Three to five years in financial sales
  • FINRA Series 7, 63, 65 or 66 license

Work Rights

Not specified

Tailored Resume

Cover Letter