Wealth Management Advisor - Clairemont Ca

U.S. Bank

San Diego, CA, United States
Base: $65,000 - $80,200; bonus/equity: not specifi...
Financial sales experience
Relationship management skills
Investment strategy presentation
U.S. Bank is committed to helping customers make better financial decisions

Job Summary

  • U.S. Bank is committed to helping customers make better financial decisions.
  • Wealth Management Advisors facilitate investment planning and portfolio management.
  • The role offers a range of benefits designed to support team members' well-being.

Matching Summary

U.S. Bank is committed to helping customers make better financial decisions.

Salary

Base: $65,000 - $80,200; Bonus/Equity: Not specified; Benefits: Healthcare, 401(k), paid vacation

Skills & Requirements

Must-have

  • financial sales experience
  • relationship management skills
  • investment strategy presentation

Nice-to-have

  • analytical and problem-solving skills
  • holistic planning approach
  • knowledge of private banking products

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