Wealth Strategy Advisor
US Bank
U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies on its Wealth Management Team. You will collaborate with clients to understand goals and build goals-based portfolios using AMG or open architecture to deliver tailored advisory services. The role requires a Bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus a state insurance license; strong communication and relationship skills are highly valued. #J-18808-Ljbffr US Bank
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Strategy Advisor in Watsonville, CA vacancy
- U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and deliver portfolio management, trust administration, and insurance services. You will partner with the team to understand clients’ goals and construct tailored, goals-based portfolios using...Suggested
- Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66). You will learn to acquire, build and manage client relationships and advise clients on financial needs within a core...SuggestedWork at office
- CyberSearch is seeking a Personal Banker/Member Services III to assist members with financial transactions, new accounts, and loan processing across Santa Cruz County branches. The role emphasizes accurate handling of applications, regulatory compliance, and cross‑selling...Suggested
- Fifth Third Bank in Watsonville, California is seeking a Retail Personal Banker I after a 4-8 week onboarding program with rotations in operations and Sales & Service. The role focuses on using a consultative sales process to identify and meet customer financial needs, ...Suggested
- The Personal Banker/Member Services III will accurately and efficiently assist members with financial transactions, new account and loan application processing, resolution of problems, assist with questions and perform a variety of duties to support operations, internal...SuggestedWork at office
$43.68k - $69.9k
Retail Personal Banker I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intended to become a Retail Personal Banker I...Work experience placementWork at office- A recruitment agency is seeking a Bilingual Internal Home Loan Consultant for a prominent credit union in Watsonville, CA. This full-time position involves selling mortgage products and developing business relationships to generate referrals. Candidates should have a bachelor...Full time
$70k - $80k
...products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommend banking and investment strategies that align with client financial goals and needs. Triage client requests and make referrals to appropriate internal service...Temporary workMonday to FridayShift workDay shift- Internal Home Loan Consultant- Bilingual (English/Spanish) - urgent Klassic Recruiting is partnering with our client Bay Federal Credit Union to source a Bilingual (English/Spanish) internal home loan consultant to join their high‑traffic branch based in Watsonville, CA...Full time
- ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... ...deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life...Work at officeImmediate startFlexible hours
$70k - $80k
Bank of America is seeking a financial advisor in Watsonville, CA, responsible for delivering customized solutions to help clients meet their financial goals. This role involves meeting with clients, triaging requests, and recommending suitable banking products. Qualified...- Bank of America seeks a Financial Solutions Advisor Stage I to begin licensing and client advisory work. You will learn SIE, Series 7 and Series 66 while building relationships and delivering core banking and investment solutions. As you progress to Stage II, you'll expand...
- JPMorganChase is seeking an Associate Relationship Banker in a branch setting to welcome clients, understand their financial needs, and deliver thoughtful banking solutions. You will use Chase Mobile App, Chase.com, and ATMs to enhance the client experience and guide customers...Weekend workAfternoon shift
- JPMorgan Chase in Capitola, California is seeking an Associate Relationship Banker to welcome clients, provide tailored banking solutions, and uphold our hospitality-focused brand. You will assist walk-in clients, explain Chase Mobile App and Chase.com features, and collaborate...
- JP Morgan Chase is seeking an Associate Relationship Banker at a California branch. You will welcome clients, provide friendly service, and present banking solutions to meet financial needs, while leveraging Chase Mobile App and Chase.com. You will learn products, follow...
- Fifth Third Bank in Capitola, CA is seeking candidates for a Retail Personal Banker I, who will complete a 4-8 week onboarding with rotations in operations and Sales & Service, culminating in a certification to advance within the Retail Personal Banker family. The role ...
- Associate Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing...Immediate startAfternoon shift
$43.68k - $67.7k
Make banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate...Full timeWork at office$22 - $27.5 per hour
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Full timeWork experience placement- ...grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... ...client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$193.6k - $217.8k
...Senior Leadership Team, contributes to a positive and impactful work environment. The Director develops and executes recapitalization strategies for MidPen's property portfolio, including resyndications, rehabilitation, refinancing, and transactions funded through public...Temporary workFor contractorsWork experience placementLive inLocal areaWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Strategy Advisor. Be the first to apply!
Related searches
- financial advisor associate Watsonville, CA
- financial planning associate Watsonville, CA
- financial consultant Watsonville, CA
- finance associate Watsonville, CA
- financial planning administrator Watsonville, CA
- associate corporate finance Watsonville, CA
- financial planner Watsonville, CA
- financial planning assistant Watsonville, CA
- financial counselor Watsonville, CA
- estate planning consultant Watsonville, CA

