Wealth Management Advisor- Oceanside, CA

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

Meet with affluent clients to gather financial information, assess investment needs, and recommend suitable investment planning and insurance strategies. Lead portfolio construction with tailored investment management, trust administration, and investment advisory. Provide economic and market views, conduct manager/fund/security research and due diligence, and partner across U.S. Bank channels. Use tools such as MoneyGuidePro, Salesforce, and Seismic while managing warm leads and qualified referrals.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Wealth Management Advisor- Oceanside, CA

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 days agoStatus: Live

Job Summary

Meet with affluent clients to gather financial information, assess investment needs, and recommend suitable investment planning and insurance strategies. Lead portfolio construction with tailored investment management, trust administration, and investment advisory. Provide economic and market views, conduct manager/fund/security research and due diligence, and partner across U.S. Bank channels. Use tools such as MoneyGuidePro, Salesforce, and Seismic while managing warm leads and qualified referrals.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Meet with affluent clients to collect financial information, conduct discovery, and assess investment needs.
  • •Recommend appropriate investment planning and insurance products based on clients’ circumstances.
  • •Deliver investment strategy and portfolio management, including trust administration and investment advisory.
  • •Provide market views and perform research and due diligence on managers, funds, and securities.
  • •Construct tailored portfolios and refer/partner with other U.S. Bank channels as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysAdoption AssistanceParental LeaveLong-term DisabilityRetirement

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Three to five years of experience in a financial sales position, preferably with affluent clients.
  • •FINRA Series 7 and 66 or Series 7 and 63/65 combination, plus an applicable state insurance license.
  • •Extensive knowledge of financial planning (goals-based planning, asset allocation, retirement planning, and education funding).
  • •Extensive knowledge of the securities industry, including investment and insurance products and services.
Experience:3-5 yearsFinancial servicesWealth managementAffluent client segmentSecurities industry
Education:Bachelor's
Skills:Relationship managementSalesNew business developmentAnalytical problem-solvingCommunication
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65State insurance license
Tech Stack:MoneyGuideProSalesforceSeismic

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
Glassdoor: 3.8
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