Wealth Management Advisor

U.S. Bank

Wealth Management Advisor leading investment planning and insurance products for clients at U.S. Bank.

Posted 7/2/2026full-timeHollister • California • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $80,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, investment strategies, and relationship management, with a strong focus on goals-based portfolio construction and client-centric solutions. Holds relevant licenses and possesses extensive knowledge of investment and insurance products tailored for affluent clients.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategyPortfolio ManagementTrust AdministrationAsset AllocationRetirement PlanningEducation FundingSecurities Industry KnowledgePrivate Banking ProductsCredit ProcessesAnalytical Skills

Soft Skills

Sales SkillsNew Business DevelopmentInterpersonal SkillsVerbal CommunicationWritten Communication

Tools & Technologies

Desktop Planning ToolsComputer Software Programs

Certifications & Qualifications

State Insurance License

Industry Keywords

Wealth ManagementInvestment AdvisoryInsurance ProductsU.S. Bancorp InvestmentsAffluent Client Segment

About the role

Key responsibilities & impact

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. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's 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 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 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

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