Wealth Management Advisor - Monterey, California
U.S. BankCalifornia, United States • Watsonville, California, United States • Carmel-by-the-Sea, California, United States
Posted March 5, 2026
65000 - 80200 USD
Full Time
About the Company
U.S. Bank is a company on a journey to do its best, helping customers and businesses make better financial decisions.
Job Description
Wealth Management Advisor position facilitates investment planning and insurance services for clients and families by constructing goal-based investment portfolios and advising on economic and market views.
Requirements
- Bachelor's degree or equivalent work experience
- 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 (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