Wealth Management Advisor - Clairemont Ca

U.S. Bank

Clairemont, CA, US
Base: $65,000 - $80,200; bonus/equity: not specifi...
Experience with affluent clients
Investment planning expertise
Strong relationship management skills
At U.S. Bank, we’re on a journey to help customers make better financial decisions

Job Summary

  • At U.S. Bank, we’re on a journey to help customers make better financial decisions.
  • The Wealth Management Advisor is responsible for investment planning and insurance products.
  • Our benefits are designed to help you and your family boost your health and financial security.

Matching Summary

At U.S. Bank, we’re on a journey to help 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

  • Experience with affluent clients
  • Investment planning expertise
  • Strong relationship management skills

Nice-to-have

  • Holistic approach to planning
  • Well-developed analytical skills
  • Excellent communication skills

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