Wealth Management Advisor- Oceanside, CA

U.S. Bank•Oceanside, CA

3d•$65,000 - $80,200

About The Position

The Wealth Management Advisor is the investment, investment planning, and insurance products lead on the Wealth Management Team. The role works with affluent clients to understand their financial circumstances and needs, identify suitable products, and deliver tailored investment management and insurance services. The advisor also provides market and economic perspectives, investment research and due diligence, and collaborates with other U.S. Bank channels to support clients.

Requirements

Bachelor's degree or equivalent work experience.
Three to five years of experience in a financial sales position, preferably working with the affluent client segment.
FINRA Series 7 and 66, or Series 7 and 63/65 combination, and an applicable state insurance license.

Nice To Haves

Extensive knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
Extensive knowledge of the securities industry, including investment and insurance products and services.
Knowledge of private banking products and services, including credit processes and policies.
Strong presentation abilities.
Strong relationship management, sales, and new business development skills.
Well-developed analytical and problem-solving skills.
Excellent interpersonal, verbal, and written communication skills.
Proficiency with computer software programs, including recommended desktop planning tools and processes.

Responsibilities

Meet with affluent clients to collect financial information, conduct discovery, assess investment needs, and evaluate each client's unique needs.
Determine which financial products are suitable for each client's circumstances.
Facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies and capabilities.
Deliver economic and market views, investment strategy, manager, fund, and security research, and due diligence.
Construct portfolios and provide tailored investment management and insurance services based on clients' situations.
Refer clients to and partner with other financial services within U.S. Bank channels as appropriate.

Benefits

Flexible benefits and competitive compensation.
Adoption assistance and fertility solutions.
Maternity and paternity leave.
Coaching and mentoring opportunities through Advisory Consulting Services and the training team.
Volunteer time, employee groups, and community involvement opportunities.
Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability coverage.
Pregnancy disability and parental leave.
401(k) and employer-funded retirement plan.
Paid vacation of two to five weeks, depending on salary grade and tenure.
Up to 11 paid holiday opportunities.
Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Eligibility for production-based incentives under the applicable incentive plan.