U.S. Bancorp

3 weeks ago

Wealth Management Advisor - Eureka, 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

Deliver investment planning and insurance-focused strategies as a lead on the Wealth Management Team. Partner with clients and families to understand goals, build goals-based portfolios, and advise using U.S. Bank Asset Management Group or open architecture. Support portfolio management, trust administration, investment advisory, and insurance by providing 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 portfolio management, trust administration, investment advisory, and insurance services.
•Work with clients and families to understand goals and objectives and construct goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group or open architecture, including economic/market views and investment strategy.
•Conduct 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 InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption 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 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 while maintaining a holistic planning approach.

Experience:3-5 yearsFinancial servicesWealth managementAffluent clients

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical problem-solvingInterpersonal communication

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

3 weeks ago

Wealth Management Advisor - Eureka, 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

•Lead investment planning and investment and insurance product delivery for the Wealth Management Team.
•Facilitate portfolio management, trust administration, investment advisory, and insurance services.
•Work with clients and families to understand goals and objectives and construct goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group or open architecture, including economic/market views and investment strategy.
•Conduct 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 InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption 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 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 while maintaining a holistic planning approach.

Experience:3-5 yearsFinancial servicesWealth managementAffluent clients

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical problem-solvingInterpersonal communication

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