Wealth Management Advisor - Santa Monica, CA

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Job description

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Job Description

• The Wealth Management advisor is responsible for delivering the overall client experience, including retention of a client portfolio and development of prospects. Works with a U.S. Bank Wealth Management banker as a team to build strong relationships with clients by gaining an understanding of clients' unique financial goals. As a team, develops and implements financial plans for clients and conducts regular plan reviews with clients. Builds strong relationships with partners and the branch. Incumbent can effectively present investment strategies to clients and maintains a holistic approach to planning. Proven communication skills and ability to translate complex financial topics into clear client communication.

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• Must have a minimum of two to five years industry related experience in a financial sales position, preferably working with wealth management clients.
• Must possess FINRA Series 7, 63, 65 or 66 and state insurance licenses.

Benefits

Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.

Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers .

EEO is the Law

Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO is the Law poster.