U.S. Bancorp

1 week ago

Wealth Management Advisor - Aptos, California

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Serve affluent clients by gathering financial information, uncovering needs, and recommending suitable investment, investment planning, and insurance strategies. Deliver market and economic views, perform manager/fund/security research and due diligence, and construct tailored portfolios for ongoing investment management and trust administration. Collaborate with Wealth Management team resources and leverage technology platforms like MoneyGuidePro and Salesforce, supported by warm leads and referrals.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Meet with affluent clients to collect financial information, conduct discovery, assess investment needs, and evaluate unique circumstances.
•Recommend appropriate financial products based on each client’s unique situation.
•Deliver strategies covering portfolio management, trust administration, investment advisory, and insurance.
•Provide economic/market views and investment strategy, including research, due diligence, and manager/fund/security evaluation.
•Construct tailored portfolios and partner with other U.S. Bank channels as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceLife InsuranceDisability Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

•Bachelor's degree, or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably with affluent clients.
•FINRA Series 7 and 66 (or Series 7 and 63/65 combination) and an applicable state insurance license.
•Extensive knowledge in financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Strong presentation abilities and relationship management skills, with excellent communication and analytical/problem-solving capabilities.

Experience:3-5 yearsFinancial servicesWealth managementInsuranceBanking

Education:Bachelor's

Skills:PresentationRelationship managementSalesCommunicationAnalytical problem-solving

Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65State insurance license

Tech Stack:MoneyGuideProSalesforceSeismic

Company Brief

U.S. Bancorp

U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 week ago

Wealth Management Advisor - Aptos, California

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Meet with affluent clients to collect financial information, conduct discovery, assess investment needs, and evaluate unique circumstances.
•Recommend appropriate financial products based on each client’s unique situation.
•Deliver strategies covering portfolio management, trust administration, investment advisory, and insurance.
•Provide economic/market views and investment strategy, including research, due diligence, and manager/fund/security evaluation.
•Construct tailored portfolios and partner with other U.S. Bank channels as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceLife InsuranceDisability Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

•Bachelor's degree, or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably with affluent clients.
•FINRA Series 7 and 66 (or Series 7 and 63/65 combination) and an applicable state insurance license.
•Extensive knowledge in financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Strong presentation abilities and relationship management skills, with excellent communication and analytical/problem-solving capabilities.

Experience:3-5 yearsFinancial servicesWealth managementInsuranceBanking

Education:Bachelor's

Skills:PresentationRelationship managementSalesCommunicationAnalytical problem-solving

Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65State insurance license

Tech Stack:MoneyGuideProSalesforceSeismic

Company Brief

U.S. Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor