Wealth Management Advisor- Los Feliz CA

We are seeking a dynamic and experienced Wealth Management Advisor to join our team at U.S. Bank Corp in Los Feliz, CA. As a trusted financial partner, our advisors provide personalized wealth management solutions to help our clients achieve their financial goals. In this role, you will have the opportunity to build and maintain strong relationships with high net worth individuals, families, and businesses, while utilizing your expertise in investment strategies, financial planning, and risk management. If you are a driven and results-oriented professional with a passion for delivering exceptional client service, we invite you to apply for this exciting opportunity.

1. Provide personalized wealth management solutions: The Wealth Management Advisor will be responsible for understanding the financial needs and goals of clients and providing tailored solutions to help them achieve their objectives.
2. Build and maintain strong relationships: The advisor will be responsible for building and maintaining strong relationships with high net worth individuals, families, and businesses. This includes understanding their financial goals, communicating regularly, and providing ongoing support and guidance.
3. Utilize expertise in investment strategies: The advisor will be expected to have a deep understanding of investment strategies and be able to provide sound advice to clients on how to manage their portfolios and reach their financial goals.
4. Conduct financial planning: The Wealth Management Advisor will be responsible for conducting comprehensive financial planning for clients, including analyzing their current financial situation, identifying areas for improvement, and creating a customized plan to help them achieve their goals.
5. Mitigate risk: The advisor will be responsible for identifying and mitigating potential risks for clients by providing them with a diversified investment portfolio and offering risk management strategies.
6. Deliver exceptional client service: The Wealth Management Advisor will be expected to provide exceptional client service by responding promptly to client inquiries, addressing their concerns, and proactively communicating with them to ensure their satisfaction.
7. Stay updated on industry trends: The advisor will be responsible for staying updated on industry trends, market conditions, and new investment opportunities to provide the best possible advice to clients.
8. Meet sales targets: The advisor will be responsible for meeting sales targets and generating revenue for the company through the acquisition of new clients and the retention of existing ones.
9. Collaborate with team members: The Wealth Management Advisor will work closely with other team members, including bankers, financial analysts, and support staff, to provide a cohesive and comprehensive service to clients.
10. Adhere to company policies and regulations: The advisor will be responsible for adhering to all company policies and regulations, as well as industry guidelines and regulations, to ensure ethical and compliant practices.

According to JobzMall, the average salary range for a Wealth Management Advisor- Los Feliz CA in Los Angeles, CA, USA is $80,000 - $120,000 per year. However, the actual salary may vary depending on the individual's experience, qualifications, and the specific company they work for. Some Wealth Management Advisors may earn more or less than the average range. Factors such as bonuses, commission, and benefits can also impact the overall salary.

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.