Associate Wealth Management Advisor - Sacramento, Ca

U.S. Bank

Sacramento, CA, US
Base: $65,000 to $80,200 annually; bonus/equity: i...
Financial product recommendation
Customer financial consultation
Business development activities
This position is designed to be a developmental Financial Advisor at the Associate level working in partnership with a senior advisor

Job Summary

  • This position is designed to be a developmental Financial Advisor at the Associate level working in partnership with a senior advisor.
  • Our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.
  • U.S. Bank is an equal opportunity employer and participates in the U.S. Department of Homeland Security E-Verify program.

Matching Summary

This position is designed to be a developmental Financial Advisor at the Associate level working in partnership with a senior advisor.

Salary

Base: $65,000 to $80,200 annually; Bonus/Equity: Incentives based on production; Benefits: Healthcare, retirement plans, paid leave, and more

Skills & Requirements

Must-have

  • Financial product recommendation
  • Customer financial consultation
  • Business development activities
  • Compliance with financial regulations

Nice-to-have

  • Analytical and decision-making skills
  • Effective interpersonal communication
  • Proficiency with Microsoft Office
  • Knowledge of securities industry

Key Requirements

  • Bachelor's degree or equivalent experience
  • At least two years financial sales or wealth experience
  • Completion of FINRA Series 7, 65 or 66 and state insurance licenses within 6 months

Work Rights

Must be eligible to work in the United States

Tailored Resume

Cover Letter