U.S. Bancorp

3 weeks ago

Wealth Management Advisor - Hollister, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Lead investment planning and deliver tailored wealth management services for clients by building goals-based portfolios, administering trusts, and advising on investment and insurance solutions. Partner with the Wealth Management Team to understand client goals, provide economic and market insights, conduct manager/fund/security research and due diligence, and present investment strategies. Use U.S. Bank’s Asset Management Group and open-architecture options to support personalized investment management and insurance outcomes.

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 clients and families to understand unique goals and objectives and construct appropriate goals-based investment portfolios.
•Advise clients using U.S. Bank’s Asset Management Group (AMG) and applicable open-architecture options to deliver economic and market views and investment strategy.
•Conduct manager/fund/security research and due diligence to support portfolio construction and tailored investment management and insurance services.
•Present investment strategies effectively while maintaining a holistic approach to planning.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

•Bachelor’s degree, or equivalent work experience.
•Three to five years of experience in a financial sales position, preferably with the affluent client segment.
•FINRA Series 7, 63, 65 or 66 license, and an applicable state insurance license.
•Strong understanding of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Proven relationship management, sales, and new business development skills with strong analytical/problem-solving and communication abilities.

Experience:3-5 yearsFinancial services

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical problem-solvingCommunication

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

Loading job details...

Preparing the role view and application actions.

U.S. Bancorp

3 weeks ago

Wealth Management Advisor - Hollister, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

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 clients and families to understand unique goals and objectives and construct appropriate goals-based investment portfolios.
•Advise clients using U.S. Bank’s Asset Management Group (AMG) and applicable open-architecture options to deliver economic and market views and investment strategy.
•Conduct manager/fund/security research and due diligence to support portfolio construction and tailored investment management and insurance services.
•Present investment strategies effectively while maintaining a holistic approach to planning.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

•Bachelor’s degree, or equivalent work experience.
•Three to five years of experience in a financial sales position, preferably with the affluent client segment.
•FINRA Series 7, 63, 65 or 66 license, and an applicable state insurance license.
•Strong understanding of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Proven relationship management, sales, and new business development skills with strong analytical/problem-solving and communication abilities.

Experience:3-5 yearsFinancial services

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical problem-solvingCommunication

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