Wealth Management Advisor - Aptos, California

U.S. Bank

Aptos, CA, United States
Base: $65,000 - $78,000; bonus/equity: not specifi...
Financial sales experience
Client relationship management
Investment planning expertise
At U.S. Bank, we're passionate about helping customers and the communities where we live and work

Job Summary

  • At U.S. Bank, we're passionate about helping customers and the communities where we live and work.
  • The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.
  • An approachable and accessible leadership team that is dedicated to your success and career development.

Matching Summary

At U.S. Bank, we're passionate about helping customers and the communities where we live and work.

Salary

Base: $65,000 - $78,000; Bonus/Equity: Not specified; Benefits: Comprehensive Total Rewards Program

Skills & Requirements

Must-have

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

Nice-to-have

  • Strong presentation abilities
  • Analytical and problem-solving skills
  • Collaborative team environment

Key Requirements

  • Bachelor's degree or equivalent experience
  • Three to five years of financial sales experience
  • FINRA Series 7 and 66 or Series 7 and 63/65

Work Rights

Not specified

Tailored Resume

Cover Letter