U.S. Bancorp

6 days ago

Wealth Management Advisor- Oceanside, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours 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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

6 days ago

Wealth Management Advisor- Oceanside, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

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

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