Wealth Management Advisor - Porter Ranch
: Job Details :

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

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, and have consistently been recognized as one of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

In This Role You Will:

Basic Qualifications:

• 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 applicable state insurance license.

Preferred Qualifications:

• Extensive knowledge in financial planning, including but not limited to 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.
• Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes.

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.

This role receives an annual base salary between $65,000 and $68,000 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan.