U.S. Bancorp

1 week ago

Wealth Management Advisor - Century City

✓ 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

Deliver investment planning and investment and insurance solutions as the lead on the Wealth Management Team. Partner with clients and families to understand goals, construct goals-based portfolios, and advise using U.S. Bank Asset Management Group or open-architecture investment options. Facilitate portfolio management, trust administration, investment advisory, and insurance delivery, including economic/market views, research, due diligence, and tailored investment management and insurance services.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Lead investment planning and investment and insurance product delivery for the Wealth Management Team.
•Facilitate strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
•Partner with clients and families to understand unique goals and objectives and build goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group (AMG) or U.S. Bancorp Investment’s open architecture, including portfolio construction.
•Provide economic and market views, manager/fund/security research, and due diligence to deliver tailored investment management and insurance services.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityRetirementPaid 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 the affluent client segment.
•FINRA Series 7, 63, 65 or 66 license, and an applicable state insurance license.
•Strong knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Ability to present investment strategies effectively and maintain a holistic, client-focused approach to planning.

Experience:Financial services

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical problem-solvingCommunication

Licenses:State insurance license

Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

Tech Stack:Desktop planning tools

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 - Century City

✓ 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

•Lead investment planning and investment and insurance product delivery for the Wealth Management Team.
•Facilitate strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
•Partner with clients and families to understand unique goals and objectives and build goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group (AMG) or U.S. Bancorp Investment’s open architecture, including portfolio construction.
•Provide economic and market views, manager/fund/security research, and due diligence to deliver tailored investment management and insurance services.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityRetirementPaid 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 the affluent client segment.
•FINRA Series 7, 63, 65 or 66 license, and an applicable state insurance license.
•Strong knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Ability to present investment strategies effectively and maintain a holistic, client-focused approach to planning.

Experience:Financial services

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical problem-solvingCommunication

Licenses:State insurance license

Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

Tech Stack:Desktop planning tools

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