Wealth Management Advisor - La Jolla, Ca

U.S. Bank

La Jolla, CA, US
Base: $65,000 - $80,200; bonus/equity: not specifi...
Experience with affluent clients
Portfolio management skills
Investment planning expertise
U.S. Bank is committed to helping customers and communities thrive

Job Summary

  • U.S. Bank is committed to helping customers and communities thrive.
  • The Wealth Management Advisor role involves meeting affluent clients and assessing their unique financial needs.
  • Comprehensive benefits include flexible options and support for family needs.

Matching Summary

U.S. Bank is committed to helping customers and communities thrive.

Salary

Base: $65,000 - $80,200; Bonus/Equity: Not specified; Benefits: Comprehensive Total Rewards Program

Skills & Requirements

Must-have

  • Experience with affluent clients
  • Portfolio management skills
  • Investment planning expertise

Nice-to-have

  • Strong relationship management skills
  • Excellent communication abilities
  • Collaborative team environment

Key Requirements

  • Bachelor's degree or equivalent experience
  • Three to five years in financial sales
  • FINRA Series 7 and 66 or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter