Wealth Management Advisor - Monterey, California

U.S. Bank

Monterey, California, US
Base: $65,000 - $80,200; bonus/equity: not specifi...
Investment planning expertise
Client relationship management
Financial sales experience
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 is responsible for facilitating the delivery of strategies and capabilities.
  • Our benefits are designed to help you and your family boost your health and protect your 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, retirement plan, paid vacation

Skills & Requirements

Must-have

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

Nice-to-have

  • Analytical and problem-solving skills
  • Strong communication abilities
  • Holistic planning approach

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