Wealth Management Advisor- San Luis Obispo

U.S. Bank • San Luis Obispo, CA

3d • $65,000 - $80,200

About The Position

The Wealth Management Advisor (WMA) is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA facilitates the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. Working with the team, the WMA assists clients and families by understanding their unique goals and objectives and constructing appropriate goals-based investment portfolios. The WMA advises clients using U.S. Bank's Asset Management Group or U.S. Bancorp Investment's open architecture, where appropriate, to deliver economic and market views, investment strategy, manager, fund and security research and due diligence, and portfolio construction. The resulting investment management and insurance services are tailored to each client's situation.

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 63, 65 or 66 license, and applicable state insurance license.

Nice To Haves

• Considerable knowledge of financial planning, including goals-based planning, asset allocation, retirement planning and education funding.
• Considerable knowledge of the securities industry, including U.S. Bancorp Investments and investment and insurance products and services.
• Extensive knowledge of private banking products and services, including credit processes and policies.
• Ability to present investment strategies effectively and maintain a holistic approach to planning.
• 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, including recommended desktop planning tools and processes.

Responsibilities

• Lead investment planning and investment and insurance products on the Wealth Management Team.
• Facilitate delivery of portfolio management, trust administration, investment advisory and insurance capabilities.
• Partner with the team to understand clients' and families' goals and objectives and construct appropriate goals-based investment portfolios.
• Advise clients on economic and market views, investment strategy, research and due diligence, and portfolio construction.
• Deliver tailored investment management and insurance services using U.S. Bank Asset Management Group or U.S. Bancorp Investments open architecture, as appropriate.

Benefits

• Healthcare, including medical, dental and vision coverage.
• 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.
• Adoption assistance.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level