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Wealth Strategy & Investments Advisor
Job in
Monterey, Monterey County, California, 93941, USA
Listed on 2026-06-02
Listing for:
United Cerebral Palsy of Georgia
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
U.S. Bank is seeking a Wealth Management Specialist in California to join its Wealth Management Team. This role is pivotal in steering investment planning and delivering tailored investment and insurance solutions to clients. Ideal candidates will have a strong financial sales background, hold relevant licenses, and possess exceptional analytical and communication skills.
Benefits include healthcare options, life insurance, a 401(k) plan with employer contributions, generous vacation, and paid holidays. A competitive salary ranging from $65,000 to $80,200 is offered.
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