Not specified (assumed onsite based on job location)
Investment planning
Investment advisory
Insurance products
U.S. Bank is seeking a Wealth Management Advisor in Fresno, CA, responsible for leading investment planning and delivering tailored financial strategies to affluent clients. The role requires a strong background in financial sales, particularly with affluent clients, and offers comprehensive benefits and a supportive work culture
Job Summary
The Wealth Management Advisor is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios.
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
Match Score: 85
U.S. Bank is seeking a Wealth Management Advisor in Fresno, CA, responsible for leading investment planning and delivering tailored financial strategies to affluent clients. The role requires a strong background in financial sales, particularly with affluent clients, and offers comprehensive benefits and a supportive work culture.
Salary
Base: $65,000 - $80,200; Bonus/Equity: Eligibility for incentives based on production; Benefits: Healthcare, 401(k), paid time off, etc.