Wealth Management Advisor Beverly Hills
U.S. BankCalifornia, United States
Posted April 20, 2026
65000 - 80200 USD
Full Time
About the Company
U.S. Bank is a financial services company that aims to help customers make better and smarter financial decisions.
Job Description
Wealth Management Advisor position is responsible for facilitating investment planning and product delivery to clients, partnering with the Wealth Management Team to assist clients in constructing investment portfolios, and advising clients using U.S. Bank's Asset Management Group or U.S. Bancorp Investment's open architecture.
Requirements
- Bachelor's degree or equivalent work experience
- Three to five years of experience in a financial sales position, preferably with affluent clients
- FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license
Benefits
- 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 (2-5 weeks)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave