Wealth Management Advisor El Cajon

At U.S. Bank were 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 atall from Day One.

Job Description

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management trust administration investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. WMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments open architecture where appropriate to deliver economic and market views investment strategy manager/fund/security research and due diligence and portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation.

Basic Qualifications
- Bachelors 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 63 65 or 66 license and applicable state insurance license




Preferred Skills/Experience
- Considerable knowledge in financial planning including but not limited to goals based planning asset allocation retirement planning and education funding
- Considerable knowledge of the securities industry including U.S. Bancorp Investments investment and insurance products and services
- Extensive knowledge of private banking products and services including credit processes and policies
- Ability to effectively present investment strategies to clients and maintains 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
- Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

If theres anything we can do to accommodate a disability during any portion of the application or hiring process please refer to our disability accommodations for applicants .

Benefits:

Our approach to benefits and total rewards considers our team members whole selves and what may be needed to thrive in and outside work. Thats why our benefits are designed to help you and your family boost your health protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical dental vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from 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 worked up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here .

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race religion color sex national origin age sexual orientation gender identity disability or veteran status and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition certain positions may also be subject to the requirements of FINRA NMLS registration Reg Z Reg G OFAC the NFA the FCPA the Bank Secrecy Act the SAFE Act and/or federal guidelines applicable to an agreement such as those related to ethics safety or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Required Experience:

Unclear Seniority