Wealth Management Advisor

U.S. Bank

Wealth Management Advisor helping U.S. Bank clients build tailored investment and insurance strategies.

Posted 8/10/2026full-timeAuburn • California • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $80,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, investment management, and insurance services tailored to affluent clients, with a strong focus on goals-based portfolio construction and relationship management. Proficient in presenting investment strategies and maintaining compliance with industry regulations and ethical standards.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseFinancial PlanningInvestment Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Goals-Based PlanningAsset AllocationRetirement PlanningEducation FundingPortfolio ConstructionSecurities Industry KnowledgePrivate Banking ProductsCredit ProcessesInvestment StrategyDue Diligence

Soft Skills

Relationship ManagementSales SkillsNew Business DevelopmentAnalytical SkillsProblem-Solving SkillsInterpersonal SkillsVerbal CommunicationWritten Communication

Tools & Technologies

Desktop Planning ToolsComputer Software Programs

Certifications & Qualifications

State Insurance License

Industry Keywords

Wealth ManagementInvestment ProductsInsurance ProductsU.S. Bancorp InvestmentsPortfolio ManagementTrust AdministrationInvestment Advisory

About the role

Key responsibilities & impact

Lead investment planning and investment and insurance products on the Wealth Management Team
Facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies and capabilities
Partner with the team to understand clients’ and families’ unique goals and objectives
Construct appropriate goals-based investment portfolios
Advise clients using U.S. Bank's Asset Management Group or U.S. Bancorp Investment's open architecture where appropriate
Deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction
Provide tailored investment management and insurance services based on each client's unique situation

Requirements

What you’ll need

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, 63, 65 or 66 license, and applicable state insurance license
Considerable knowledge in financial planning, including 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 maintain 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 recommended desktop planning tools and processes
Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

Benefits

Comp & perks

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
Eligibility for incentives based on employee’s production under the applicable incentive plan