Wealth Management Advisor - La Jolla, Ca

U.S. Bank

La Jolla, CA, United States
Base: $65,000 - $80,200; bonus/equity: not specifi...
Experience with affluent clients
Financial product suitability
Portfolio management skills
U.S. Bank is committed to helping customers and communities thrive

Job Summary

  • U.S. Bank is committed to helping customers and communities thrive.
  • The Wealth Management Advisor role focuses on tailored investment management and insurance services.
  • The company offers a comprehensive Total Rewards Program to support employees' well-being.

Matching Summary

U.S. Bank is committed to helping customers and communities thrive.

Salary

Base: $65,000 - $80,200; Bonus/Equity: Not specified; Benefits: Comprehensive Total Rewards Program

Skills & Requirements

Must-have

  • experience with affluent clients
  • financial product suitability
  • portfolio management skills

Nice-to-have

  • strong relationship management skills
  • excellent communication abilities
  • collaborative team environment

Key Requirements

  • Bachelor's degree or equivalent experience
  • three to five years in financial sales
  • FINRA Series 7 and 66 or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter