Wealth Management Advisor - Fresno, Ca

U.S. Bank

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

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, 401(k), paid vacation

Skills & Requirements

Must-have

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

Nice-to-have

  • Strong analytical skills
  • Excellent communication skills
  • Holistic planning approach

Key Requirements

  • Bachelor's degree or equivalent experience
  • Three to five years of experience
  • FINRA Series 7, 63, 65 or 66 license

Work Rights

Not specified

Tailored Resume

Cover Letter