Wealth Management Advisor - Monterey, California

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 65,000 - 80,200 annuallyFunction: SalesExperience: 3-5 yearsEducation: bachelorsSkills: ["Relationship management","Sales","New business development","Analytical problem-solving","Communication"]

Lead investment planning and wealth management for affluent clients by constructing goals-based portfolios and advising on portfolio management, trust administration, investment advisory services, and insurance products. Partner with the Wealth Management Team to deliver tailored strategies using U.S. Bank’s Asset Management Group and open-architecture investment options. Support client decision-making through research, due diligence, economic and market views, and ongoing relationship management.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Wealth Management Advisor - Monterey, California

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Last checked: 20 hours agoStatus: Live

Job Summary

Lead investment planning and wealth management for affluent clients by constructing goals-based portfolios and advising on portfolio management, trust administration, investment advisory services, and insurance products. Partner with the Wealth Management Team to deliver tailored strategies using U.S. Bank’s Asset Management Group and open-architecture investment options. Support client decision-making through research, due diligence, economic and market views, and ongoing relationship management.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Facilitate delivery of wealth management strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance
  • •Partner with the team to help clients and families understand unique goals and objectives and build goals-based investment portfolios
  • •Advise clients using U.S. Bank Asset Management Group or open architecture where appropriate, incorporating economic and market views
  • •Conduct manager/fund/security research and due diligence to support investment strategy and portfolio construction
  • •Present investment strategies and maintain a holistic, client-focused approach to investment management and insurance services

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption AssistanceLong-term Disability

Key Requirements

  • •Bachelor's degree or equivalent work experience
  • •3 to 5 years of experience in a financial sales position, preferably serving affluent clients
  • •FINRA Series 7, 63, 65 or 66 license, plus applicable state insurance license
  • •Considerable knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding
  • •Ability to present investment strategies to clients and maintain a holistic approach to planning
Experience:3-5 yearsFinancial servicesWealth managementPrivate banking
Education:Bachelor's
Skills:Relationship managementSalesNew business developmentAnalytical problem-solvingCommunication
Licenses:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66State insurance license
Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

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
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