U.S. Bancorp

1 week ago

Wealth Management Advisor Beverly Hills

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Lead investment planning and provide investment and insurance solutions for clients on the Wealth Management Team. You will facilitate portfolio management, trust administration, and investment advisory, partnering with your team to understand client goals and construct tailored, goals-based portfolios. Use U.S. Bank’s Asset Management Group and open architecture to present economic and market views, conduct manager/fund/security research and due diligence, and deliver ongoing investment management and insurance services.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
•Partner with the Wealth Management Team to understand client and family goals and construct goals-based investment portfolios.
•Advise clients using U.S. Bank’s Asset Management Group or open architecture as appropriate.
•Present economic and market views, investment strategy, and support portfolio construction through research and due diligence.
•Provide tailored investment management and insurance services based on each client’s unique situation.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeavePaid HolidaysRetirementAdoption AssistanceParental Leave

Key Requirements

•Bachelor’s degree or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably with the affluent client segment.
•Hold FINRA Series 7, 63, 65 or 66 license and an applicable state insurance license.
•Knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Ability to present investment strategies and maintain a holistic approach to planning.

Experience:3-5 yearsFinancial servicesWealth management

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical and problem-solvingInterpersonal communication

Licenses:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66State insurance license

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 Beverly Hills

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Facilitate delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
•Partner with the Wealth Management Team to understand client and family goals and construct goals-based investment portfolios.
•Advise clients using U.S. Bank’s Asset Management Group or open architecture as appropriate.
•Present economic and market views, investment strategy, and support portfolio construction through research and due diligence.
•Provide tailored investment management and insurance services based on each client’s unique situation.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeavePaid HolidaysRetirementAdoption AssistanceParental Leave

Key Requirements

•Bachelor’s degree or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably with the affluent client segment.
•Hold FINRA Series 7, 63, 65 or 66 license and an applicable state insurance license.
•Knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
•Ability to present investment strategies and maintain a holistic approach to planning.

Experience:3-5 yearsFinancial servicesWealth management

Education:Bachelor's

Skills:Relationship managementSalesNew business developmentAnalytical and problem-solvingInterpersonal communication

Licenses:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66State insurance license

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