Wealth Management Advisor - Monterey, California

U.S. Bank

Monterey, California, US
Base: $65,000 - $80,200; bonus/equity: not specifi...
Experience in financial sales
Knowledge of investment products
Strong relationship management skills
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.
  • The Wealth Management Advisor position is the investment planning lead on the Wealth Management Team.
  • Our benefits are designed to help you and your family boost your health and financial security.

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

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

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter