Wealth Management Advisor

Overview

Join to apply for the Wealth Management Advisor - Monterey, California role at U.S. Bank
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At U.S. Bank, we’re on a journey to do our best. This role focuses on investment planning and providing investment and insurance products to clients, partnering with the team to understand client goals and construct appropriate goals-based investment portfolios.

• Serve as the investment planning and investment and insurance products lead on the Wealth Management Team.
• Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
• Work with clients to understand unique goals and objectives and construct tailored goals-based investment portfolios.
• Advise clients using U.S. Bank s Asset Management Group (AMG) or U.S. Bancorp Investment s open architecture as appropriate to deliver market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction.

• Bachelor s degree, or equivalent work experience
• Three to five years of experience in a financial sales position, preferably with the affluent client segment
• FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license

• Strong knowledge in financial planning, including goals-based planning, asset allocation, retirement planning, and education funding
• 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 present investment strategies to clients and maintain a holistic planning approach
• Strong relationship management, sales and new business development skills
• Well-developed analytical and problem-solving skills
• Excellent interpersonal, verbal and written communication skills
• Proficiency with various computer software programs and desktop planning tools

• Healthcare (medical, dental, vision)
• Basic and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (2–5 weeks, depending on salary grade and tenure)
• Up to 11 paid holidays
• Adoption assistance
• Sick and Safe Leave accruals

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system. Learn more about the E-Verify program.

This role provides an annual base salary between $65,000 and $78,000 depending on the required state minimum, plus eligibility for incentives based on production under the applicable incentive plan.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. Background checks are conducted in accordance with applicable local laws and regulations.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.