Wealth Management Advisor - Auburn, CA

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

Lead investment planning and deliver portfolio management, trust administration, investment advisory, and insurance solutions for affluent clients. Partner with the Wealth Management Team to understand clients’ goals, construct goals-based investment portfolios, and provide tailored investment management and insurance services using Asset Management Group or open architecture. Apply market and economic views, manager/fund/security research, and due diligence to recommend appropriate strategies and maintain strong client relationships.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Wealth Management Advisor - Auburn, CA

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Last checked: 6 hours agoStatus: Live

Job Summary

Lead investment planning and deliver portfolio management, trust administration, investment advisory, and insurance solutions for affluent clients. Partner with the Wealth Management Team to understand clients’ goals, construct goals-based investment portfolios, and provide tailored investment management and insurance services using Asset Management Group or open architecture. Apply market and economic views, manager/fund/security research, and due diligence to recommend appropriate strategies and maintain strong client relationships.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Serve as the investment planning and investment/insurance products lead on the Wealth Management Team.
  • •Facilitate delivery of portfolio management, trust administration, investment advisory, and insurance capabilities.
  • •Partner with the team to gain a thorough understanding of clients’ goals and objectives.
  • •Construct goals-based investment portfolios and provide tailored investment management and insurance services based on each client’s unique situation.
  • •Advise clients using AMG or open architecture, including economic/market views and manager/fund/security research and due diligence.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceDentalVisionLife Insurance401kRetirementLong-term DisabilityParental LeavePaid 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 affluent clients.
  • •FINRA Series 7, 63, 65 or 66 license.
  • •Applicable state insurance license.
  • •Ability to effectively present investment strategies to clients and maintain a holistic approach to planning.
Experience:3-5 yearsFinancial servicesWealth managementAffluent clients
Education:Bachelor's
Skills:Relationship managementSalesNew business developmentAnalytical problem-solvingCommunication
Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66
Tech Stack:Computer softwareDesktop 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
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