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Wealth Management Advisor: Investment & Planning
Job in
Monterey, Monterey County, California, 93941, USA
Listed on 2026-06-15
Listing for:
Us Bank
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
U.S. Bank in Monterey is seeking a Wealth Management Advisor to facilitate investment strategies and assist affluent clients in achieving their financial goals. This role requires a bachelor’s degree and 3-5 years of financial sales experience.
The ideal candidate will have strong knowledge of financial planning, investment products, and licenses including FINRA Series 7. The position offers a salary ranging from $65,000 to $80,200 annually plus potential incentives.
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