Wealth Management Advisor - La Jolla, CACategorySales & Relationship ManagementJob Id2025-0006045LocationLa Jolla, CA, United StatesPosting Start Date07 / 31 / 2025Anticipated Posting End Date08 / 29 / 2025Job TypeFull time

Wealth Management Advisor

At U.S. Bank, we are passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we are one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

At Wealth Management from U.S. Bank, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio, and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

In This Role You Will :

• Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs
• Determine which financial products are suitable for the client's unique circumstances
• Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance
• Deliver economic and market views, investment strategy, manager / fund / security research, and due diligence
• Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation
• Refer and partner with other financial services within other U.S. Bank channels, as appropriate

Discover How You'll Thrive!

For You :

Basic Qualifications :

Preferred Qualifications :

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.