Wealth Management Advisor - Lake Tahoe, CA

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

Lead investment planning and wealth management services for clients by building goals-based portfolios and recommending tailored investment strategies, including portfolio management, trust administration, and investment and insurance solutions. Partner with the Wealth Management Team to understand client goals, provide economic and market views through research and due diligence, and deliver cohesive advice using U.S. Bank’s asset management and open-architecture platforms. Serve the affluent client segment and drive new business development.

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

Wealth Management Advisor - Lake Tahoe, CA

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Last checked: 20 hours agoStatus: Live

Job Summary

Lead investment planning and wealth management services for clients by building goals-based portfolios and recommending tailored investment strategies, including portfolio management, trust administration, and investment and insurance solutions. Partner with the Wealth Management Team to understand client goals, provide economic and market views through research and due diligence, and deliver cohesive advice using U.S. Bank’s asset management and open-architecture platforms. Serve the affluent client segment and drive new business development.
Location: Sacramento
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 understand clients’ goals and objectives and construct goals-based investment portfolios.
  • •Advise clients using U.S. Bank Asset Management Group (AMG) and appropriate open architecture platforms.
  • •Provide investment strategy and research insights, including manager/fund/security research and due diligence, to support tailored investment management.
  • •Maintain holistic client planning by explaining economic and market views and recommending insurance and investment solutions based on each client’s situation.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveParental LeavePaid Holiday

Key Requirements

  • •Bachelor’s degree or equivalent work experience.
  • •3 to 5 years of experience in a financial sales position, preferably with the affluent client segment.
  • •FINRA Series 7 and Series 63/65 or 66 license, plus applicable state insurance license.
  • •Knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
  • •Ability to present investment strategies and maintain a holistic approach to client planning.
Experience:3-5 yearsAffluent clientsFinancial planningSecurities industryPrivate bankingInvestment advisoryInsurance products
Education:Bachelor's
Skills:Relationship managementNew business developmentAnalytical thinkingProblem-solvingCommunication
Licenses:State insurance license
Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66
Tech Stack:Desktop planning toolsComputer software

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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Glassdoor: 3.8
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