Wealth Management Advisor - Lake Tahoe, Ca

U.S. Bank

Lake Tahoe, CA, US
Base: $65,000 - $80,200; bonus/equity: not specifi...
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Experience in financial sales
Knowledge of investment products
Strong relationship management skills
** U.S. Bank is seeking a Wealth Management Advisor for its Lake Tahoe, CA location, focusing on investment planning and tailored financial strategies for affluent clients. The ideal candidate will have a strong financial sales background and relevant licenses, with an emphasis on relationship management and analytical skills. **

Job Summary

  • At U.S. Bank, we’re on a journey to help customers make smarter financial decisions.
  • The Wealth Management Advisor is responsible for investment planning and insurance product delivery.
  • Our benefits are designed to help you and your family boost your health and financial security.

Matching Summary

Match Score: 75

** U.S. Bank is seeking a Wealth Management Advisor for its Lake Tahoe, CA location, focusing on investment planning and tailored financial strategies for affluent clients. The ideal candidate will have a strong financial sales background and relevant licenses, with an emphasis on relationship management and analytical skills. **

Salary

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

Skills & Requirements

Must-have

  • Experience in financial sales
  • Knowledge of investment products
  • Strong relationship management skills

Nice-to-have

  • Excellent communication skills
  • Analytical and problem-solving skills
  • Holistic approach to planning

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