U.S. Bancorp

3 weeks ago

Emerging Affluent California Region Leader

✓ 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 sales efforts for the emerging affluent segment across a designated California region by managing and supervising Investment Advisors and Sales Associates. Partner with regional line-of-business leaders to source and refer advisory opportunities to your Wealth Connect team, driving market share growth. Oversee advisor performance within the reporting structure and may support key national partnerships to expand referrals and connectivity.

Location: Los Angeles

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Manage sales efforts for the emerging affluent segment in a designated region.
•Oversee, lead, and supervise Investment Advisors and Sales Associates.
•Grow market share by partnering with regional business leaders to source and refer opportunities to the Wealth Connect team.
•Support key national partnerships to increase connectivity and generate new referral sources.
•Provide supervision and oversight of advisors in the reporting structure.

Pay and Benefits

Salary: USD 169,380 - 207,020 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kPaid LeavePaid HolidayAdoption Assistance

Key Requirements

•Bachelor’s degree (or equivalent) in Accounting, Finance, or a related field.
•10 to 15+ years of investment experience, preferably wealth experience, with at least 5 years in a managerial capacity.
•FINRA SIE, Series 7, Series 66, and Series 24 licenses.
•Thorough knowledge of securities markets and investment products.
•Strong leadership, strategic management, and analytical/problem-solving skills.

Experience:10-15 yearsInvestmentWealthFinancial servicesSecurities marketsConsumer credit

Education:Bachelor's in Accounting, Finance or other related field

Skills:LeadershipStrategic managementCommunicationClient facing skillsAnalytical problem-solving

Licenses:FINRA SIESeries 7Series 66Series 24

Certifications:FINRA SIESeries 7Series 66Series 24

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

3 weeks ago

Emerging Affluent California Region Leader

✓ 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: Los Angeles

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Manage sales efforts for the emerging affluent segment in a designated region.
•Oversee, lead, and supervise Investment Advisors and Sales Associates.
•Grow market share by partnering with regional business leaders to source and refer opportunities to the Wealth Connect team.
•Support key national partnerships to increase connectivity and generate new referral sources.
•Provide supervision and oversight of advisors in the reporting structure.

Pay and Benefits

Salary: USD 169,380 - 207,020 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kPaid LeavePaid HolidayAdoption Assistance

Key Requirements

•Bachelor’s degree (or equivalent) in Accounting, Finance, or a related field.
•10 to 15+ years of investment experience, preferably wealth experience, with at least 5 years in a managerial capacity.
•FINRA SIE, Series 7, Series 66, and Series 24 licenses.
•Thorough knowledge of securities markets and investment products.
•Strong leadership, strategic management, and analytical/problem-solving skills.

Experience:10-15 yearsInvestmentWealthFinancial servicesSecurities marketsConsumer credit

Education:Bachelor's in Accounting, Finance or other related field

Skills:LeadershipStrategic managementCommunicationClient facing skillsAnalytical problem-solving

Licenses:FINRA SIESeries 7Series 66Series 24

Certifications:FINRA SIESeries 7Series 66Series 24

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