Wealth Management Advisor
Job in
Auburn, Placer County, California, 95604, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Responsibilities
- Lead investment planning and investment and insurance products on the Wealth Management Team
- Facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies and capabilities
- Partner with the team to understand clients’ and families’ unique goals and objectives
- Construct appropriate goals-based investment portfolios
- Advise clients using U.S. Bank's Asset Management Group or U.S. Bancorp Investment's open architecture where appropriate
- Deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction
- Provide tailored investment management and insurance services based on each client's unique situation
- Bachelor's degree, or equivalent work experience
- Three to five years of experience in a financial sales position, preferably working with the affluent client segment
- FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license
- Considerable knowledge in financial planning, including goals-based planning, asset allocation, retirement planning, and education funding
- Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services
- Extensive knowledge of private banking products and services, including credit processes and policies
- Ability to effectively present investment strategies to clients and maintain a holistic approach to planning
- Strong relationship management, sales, and new business development skills
- Well-developed analytical and problem-solving skills
- Excellent interpersonal, verbal, and written communication skills
- Proficient with various computer software programs, including recommended desktop planning tools and processes
- Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Demonstrates expertise in financial planning, investment management, and insurance services tailored to affluent clients, with a strong focus on goals-based portfolio construction and relationship management. Proficient in presenting investment strategies and maintaining compliance with industry regulations and ethical standards.
Highest-signal resume keywords- FINRA Series 7 License
- FINRA Series 63 License
- FINRA Series 65 License
- Financial Planning
- Investment Management
- Goals-Based Planning
- Asset Allocation
- Retirement Planning
- Education Funding
- Portfolio Construction
- Securities Industry Knowledge
- Private Banking Products
- Credit Processes
- Investment Strategy
- Due Diligence
- Relationship Management
- Sales Skills
- New Business Development
- Analytical Skills
- Problem-Solving Skills
- Interpersonal Skills
- Verbal Communication
- Written Communication
- State Insurance License
- Wealth Management
- Investment Products
- Insurance Products
- U.S. Bancorp Investments
- Portfolio Management
- Trust Administration
- Investment Advisory
- Desktop Planning Tools
- Computer Software Programs
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×