Wealth Management Advisor - Fresno, CA
U.S. BankFresno, California, United States • Orange Cove, California, United States • California, United States
Posted March 17, 2026
65000 - 80200 USD
Full Time
About the Company
U.S. Bank is on a journey to do its best, helping customers and businesses make better financial decisions and enabling communities to grow and succeed.
Job Description
Wealth Management Advisor is the investment planning and investment and insurance products lead on the Wealth Management Team. Responsibilities include facilitating the delivery of strategies and capabilities, partnering with the team to assist clients and families, and advising clients on economic and market views, investment strategy, and portfolio construction.
Requirements
- Bachelor's degree
- Three to five years of experience in a financial sales position
- 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
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals