Wealth Management Advisor - Sacramento, CA
U.S. BankSacramento, California, United States • California, United States
Posted May 5, 2026
65000 - 80200 USD
Full Time
About the Company
U.S. Bank is on a journey to do its best, helping customers and businesses to make better financial decisions.
Job Description
U.S. Bank seeks a Wealth Management Advisor to facilitate the delivery of investment strategies and capabilities to clients. The WMA will partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios.
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 (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