Wealth Management Advisor - Century City

U.S. Bank

Century City, CA, US
Base: $65,000 to $80,200 depending on state minimu...
Investment planning and portfolio management
Client relationship management
Financial sales experience with affluent clients
The Wealth Management Advisor position involves partnering with clients to understand their unique goals and constructing appropriate investment portfolios using U.S. Bank's Asset Management Group or open architecture solutions

Job Summary

  • The Wealth Management Advisor position involves partnering with clients to understand their unique goals and constructing appropriate investment portfolios using U.S. Bank's Asset Management Group or open architecture solutions.
  • U.S. Bank offers a comprehensive benefits package designed to support employees' health, financial security, and work-life balance including healthcare, retirement plans, paid leave, and adoption assistance.
  • The company is an equal opportunity employer committed to accommodating disabilities and considers all qualified applicants without regard to protected characteristics.

Matching Summary

The Wealth Management Advisor position involves partnering with clients to understand their unique goals and constructing appropriate investment portfolios using U.S. Bank's Asset Management Group or open architecture solutions.

Salary

Base: $65,000 to $80,200 depending on state minimum; Bonus/Equity: Eligibility for incentives based on production; Benefits: Comprehensive healthcare, retirement plans, paid leave, and more

Skills & Requirements

Must-have

  • Investment planning and portfolio management
  • Client relationship management
  • Financial sales experience with affluent clients
  • Use of asset management and investment research tools
  • Presentation of investment strategies
  • Holistic financial planning approach

Nice-to-have

  • Strong analytical and problem-solving skills
  • Excellent verbal and written communication
  • Proficiency with desktop planning software
  • New business development skills
  • Knowledge of private banking products

Key Requirements

  • Bachelor's degree or equivalent experience
  • Three to five years financial sales experience
  • FINRA Series 7, 63, 65 or 66 license
  • Applicable state insurance license

Work Rights

Not specified

Tailored Resume

Cover Letter