U.S. Bancorp

1 week ago

Wealth Management Advisor - San Jose CA

✓ 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

Lead investment planning and deliver tailored wealth management solutions for clients and families by facilitating portfolio management, trust administration, investment advisory, and insurance services. Partner with the Wealth Management Team to understand client goals, research managers and securities, develop economic and market views, and construct goals-based investment portfolios using AMG or open-architecture investment options.

Location: San Jose

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies on the Wealth Management Team.
•Develop tailored goals-based investment portfolios by gaining a thorough understanding of clients' goals and objectives.
•Advise clients using U.S. Bank Asset Management Group (AMG) or open-architecture investment options where appropriate.
•Conduct manager/fund/security research and due diligence to support investment strategy and portfolio construction.
•Partner with the team to deliver customized investment management and insurance services based on each client's unique situation.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVision401kTerm LifeLife InsuranceDisability InsuranceParental LeavePaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor's degree, or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably serving affluent clients.
•Hold FINRA Series 7, 63, 65, or 66 and applicable state insurance licenses.
•Knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Strong relationship management, sales, new business development, analytical, and problem-solving skills.

Experience:3-5 yearsFinancial services

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical and problem-solving skillsInterpersonal communication

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

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 - San Jose CA

✓ 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: San Jose

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies on the Wealth Management Team.
•Develop tailored goals-based investment portfolios by gaining a thorough understanding of clients' goals and objectives.
•Advise clients using U.S. Bank Asset Management Group (AMG) or open-architecture investment options where appropriate.
•Conduct manager/fund/security research and due diligence to support investment strategy and portfolio construction.
•Partner with the team to deliver customized investment management and insurance services based on each client's unique situation.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVision401kTerm LifeLife InsuranceDisability InsuranceParental LeavePaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor's degree, or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably serving affluent clients.
•Hold FINRA Series 7, 63, 65, or 66 and applicable state insurance licenses.
•Knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Strong relationship management, sales, new business development, analytical, and problem-solving skills.

Experience:3-5 yearsFinancial services

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical and problem-solving skillsInterpersonal communication

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

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