U.S. Bank Corp

Wealth Management Advisor

U.S. Bank Corp
San Francisco, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At U.S. Bank Corp, we are looking for a highly motivated individual to join our team as a Wealth Management Advisor. This role is an excellent opportunity for a professional to join a dynamic and growing organization and provide sound financial advice and assistance to our customers. Our ideal candidate should have experience in financial planning, investment management, and risk management, possess strong communication and interpersonal skills, and demonstrate a high level of customer service. If you have a passion for helping people and a commitment to providing exemplary service, this could be the perfect opportunity for you.

Where is this job?
This job is located at San Francisco, CA, USA
Job Qualifications

  • Bachelor's Degree In Finance

  • Accounting

  • Economics

  • Or Other Related Field

  • At Least Years Of Experience In The Financial Services Industry

  • Strong Understanding Of Financial Planning

  • Investment Strategies

  • And Risk Management

  • Knowledge Of Securities And Financial Products

  • Ability To Effectively Communicate And Present Wealth Management Strategies To Clients

  • Proven Track Record Of Successful Client Relationships And Portfolio Management

  • Certified

Required Skills

  • Risk Management

  • Financial Analysis

  • Communication

  • Market Research

  • Negotiation

  • Financial Modeling

  • Portfolio Management

  • Regulatory compliance

  • Client Relations

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Investment

  • Wealth Preservation

Soft Skills

  • Communication

  • Conflict Resolution

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Organization

  • Teamwork

  • Positive Attitude

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in San Francisco, CA, USA is $77,000 to $157,000 per year. This is based on salaries reported by job postings on the website.

Additional Information
U.S. Bank Corp is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 21st, 2023
Apply BeforeMay 22nd, 2025
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About U.S. Bank Corp

U.S. Bancorp is an American bank holding company based in Minneapolis, Minnesota, and incorporated in Delaware. It is the parent company of U.S. Bank National Association, which is the 7th largest bank in the United States.

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