Wealth Management Advisor- San Clemente - U.S. Bank National Association

U.S. Bank National Association

Verified Company

San Clemente, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

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.

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, 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:

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

Discover How You'll Thrive

An approachable and accessible leadership team that is dedicated to your success and career development
A rich product portfolio and open architecture so you can do what is best for your clients
A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients
Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently
All the resources of a Fortune 150 company with the personal feel of a smaller company
Marketing warm leads and qualified referrals from across the organization

_ Learn more in our digital handbook_
Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments

What Others Are Saying

Fortune magazine recognized U.S. Bank as one of the 2022 World's Most Admired Companies, naming it No. 1 in the Superregional Banks industry category for the 12th consecutive year.
Ranked 17th on "DiversityInc's 2022 Top 50 Companies for Diversity"
May 202
Named a 2022 Best Place to Work for LGBTQ Equality
Earned a perfect score of 100 on the 2022 Disability Equality Index (DEI) and was named an American Association of People with Disabilities and Disability: "Best Place to Work for Disability Inclusion" for the fifth consecutive year
For the eighth consecutive year, U.S. Bank has been named one of the World's Most Ethical Companies by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices

For You:

Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave
Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team
Work in a collaborative environment with a highperforming team
Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

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 goalsbased planning, asset allocation, retirement planning, and education funding
Extensive knowled