![U.S. Bank](https://media.trabajo.org/img/noimg.jpg)
Wealth Management Advisor Santa Barbara Goleta
3 months ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're 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 and U.S. Bancorp Investments, 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
- An approachable and accessible leadership team that is dedicated to your success and career development
- A rich product portfolio and open architecture so you can do what is best for your clients
- A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients
- Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently
- All the resources of a Fortune 150 company with the personal feel of a smaller company
- Marketing warm leads and qualified referrals from across the organization
- Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools
Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments
What Others Are Saying
- Fortune magazine recognized U.S. Bank as one of the 2022 World's Most Admired Companies, naming it No. 1 in the Superregional Banks industry category for the 12th consecutive year.
- Ranked 17th on "DiversityInc's 2022 Top 50 Companies for Diversity"1 - May 2022
- Named a 2022 Best Place to Work for LGBTQ Equality
- Earned a perfect score of 100 on the 2022 Disability Equality Index® (DEI) and was named an American Association of People with Disabilities and Disability: "Best Place to Work for Disability Inclusion" for the fifth consecutive year
- For the eighth consecutive year, U.S. Bank has been named one of the World's Most Ethical Companies by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices
- Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave
- Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team
- Work in a collaborative environment with a high-performing team
- Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement
- Bachelor's degree, or equivalent work experience
- Three to five years of experience in a financial sales position, preferably working with the affluent client segment
- FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license
- Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding
- Extensive knowledge of the securities industry, including investment and insurance products and services
- Knowledge of private banking products and services, including credit processes and policies
- Strong presentation abilities
- Strong relationship management, sales, and new business development skills
- Well-developed analytical and problem-solving skills
- Excellent interpersonal, verbal, and written communication skills
- Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
- 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
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
This role receives an annual base salary between $65,000 and $68,000 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan.
Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
-
Associate Wealth Advisor
2 months ago
Goleta, United States Platform Accounting Full timeDue to continuing growth, our Wealth Management firm in Santa Barbara, CA is looking to add an ambitious and resourceful Associate Wealth Advisor to our team. This individual will work with Wealth Advisors to manage client relationships and actively participate in the advanced planning process to address investing, retirement, estate planning and tax...
-
Associate Wealth Advisor
2 months ago
Goleta, United States PT&C Group LLC Full timeJob DescriptionJob DescriptionDescription:Due to continuing growth, our Wealth Management firm in Santa Barbara, CA is looking to add an ambitious and resourceful Associate Wealth Advisor to our team. This individual will work with Wealth Advisors to manage client relationships and actively participate in the advanced planning process to address investing,...
-
Automotive Repair Specialist
12 hours ago
Goleta, California, United States Santa Barbara Honda Full timeEXPANDING AUTOMOTIVE DEALERSHIP IN THE CENTRAL COASTSANTA BARBARA HONDA IS UNDER NEW MANAGEMENT AND SEEKS DEDICATED TECHNICIANS TO CONTRIBUTE TO OUR GROWTHSanta Barbara Honda, a well-established family-owned dealership group, is making strides in the Central Coast area. With over 50 years of success in the automotive industry, we are committed to building a...
-
Automotive Repair Specialist
12 hours ago
Goleta, California, United States Santa Barbara Honda Full timeEXPANDING AUTOMOTIVE DEALERSHIP IN THE CENTRAL COASTSANTA BARBARA HONDA IS UNDER NEW MANAGEMENT, AIMING TO ESTABLISH A LEADING HONDA DEALERSHIP IN THE REGIONSanta Barbara Honda, a newly managed dealership, is part of a highly successful family-owned automotive group with over 50 years of experience in the industry. Our goal is to significantly enhance our...
-
Automotive Repair Specialist
8 hours ago
Goleta, California, United States Santa Barbara Honda Full timeEXPANDING AUTOMOTIVE DEALERSHIP IN THE CENTRAL COASTSANTA BARBARA HONDA IS UNDER NEW MANAGEMENT AND LOOKING FOR TALENTED TECHNICIANS TO HELP US GROWSanta Barbara Honda is a family-owned dealership group with a rich history of success in the automotive industry. We are committed to establishing ourselves as the leading Honda dealership in the Central Coast...
-
Travel Speech Language Pathologist
5 days ago
Goleta, United States AlliedTravelCareers Full timeAlliedTravelCareers is working with Pioneer Healthcare Services to find a qualified Speech Language Pathologist (SLP) in Goleta, California, 93117 About The Position Pioneer Healthcare Services is seeking a committed Speech Language Pathologist SLP to join a school district in Santa Barbara County, CA for the 2024 - 2025 school year with the possibility to...
-
Automotive Sales Professional
1 day ago
Goleta, California, United States Santa Barbara Honda Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Automotive Sales Professional to join our team at Santa Barbara Honda. As a sales representative, you will play a key role in helping customers find their perfect vehicle and providing exceptional customer service.Key ResponsibilitiesCustomer Interaction: Assist customers in finding the...
-
Automotive Retail Sales Associate
1 month ago
Goleta, United States Santa Barbara Honda Full timeNEW YEAR...NEW OPPORTUNITYSANTA BARBARA HONDA IS UNDER NEW OWNERSHIP AND NEW MANAGEMENT. JOIN THE TEAM THAT IS BUILDING THE PREMIER HONDA DEALERSHIP IN THE CENTRAL COAST. NO PRIOR SALES EXPERIENCE REQUIRED: VETERANS AND ATHLETES...WE WANT TO TALK TO YOUDON'T LET THE STEREOTYPE OF A "CAR SALESMAN" STOP YOU FROM EXPLORING A GREAT CAREER OPPORTUNITYThe new...
-
Automotive Retail Sales Associate
2 months ago
Goleta, United States Santa Barbara Honda Full timeNEW YEAR...NEW OPPORTUNITYSANTA BARBARA HONDA IS UNDER NEW OWNERSHIP AND NEW MANAGEMENT. JOIN THE TEAM THAT IS BUILDING THE PREMIER HONDA DEALERSHIP IN THE CENTRAL COAST. NO PRIOR SALES EXPERIENCE REQUIRED: VETERANS AND ATHLETES...WE WANT TO TALK TO YOUDON'T LET THE STEREOTYPE OF A "CAR SALESMAN" STOP YOU FROM EXPLORING A GREAT CAREER OPPORTUNITY The new...
-
Fiscal & Policy Analyst
1 month ago
Goleta, United States County of Santa Barbara Full timeDescription The County of Santa Barbara seeks an organized, innovative, and dedicated Fiscal & Policy Analyst to join the Budget and Research Division of the County Executive Office. The Fiscal & Policy Analyst reports to the Budget Director and is primarily responsible for the development, monitoring and control of the County budget. This position works...
-
Fiscal & Policy Analyst
3 weeks ago
Goleta, United States County of Santa Barbara Full timeDescription ***NOTICE OF CHANGE: Applications will be accepted on an ongoing basis with first priority review on August , .*** The County of Santa Barbara seeks an organized, innovative, and dedicated Fiscal & Policy Analyst to join the Budget and Research Division of the County Executive Office. The Fiscal & Policy Analyst reports to the Budget Director...
-
Travel Nurse RN
4 weeks ago
Goleta, United States Advantis Medical Staffing Full timeAdvantis Medical, the rated travel nurse agency, is currently seeking an experienced Radiology Registered Nurse (RN) for an exciting new travel job in Santa Barbara, CA 93105. This rewarding travel job offers a contract duration of 24 weeks and a Day shift. With us, you'll enjoy a superior pay and benefits package starting on day 1, along with our...
-
Field Operations Specialist
4 weeks ago
Goleta, United States Consequi Partners in Project Management Full timeCompany DescriptionWe are Consequí Partners in Project Management - We are a startup that aids SMBs in planning, implementing, and overseeing their projects. Through observation, analyzing, and strategizing we create guides and implementation plans that allow our clients to reach their next milestone in their company's growth. Our services include office...
-
Field Operations Specialist
3 weeks ago
Goleta, United States Consequi Partners in Project Management Full timeCompany DescriptionWe are Consequí Partners in Project Management - We are a startup that aids SMBs in planning, implementing, and overseeing their projects. Through observation, analyzing, and strategizing we create guides and implementation plans that allow our clients to reach their next milestone in their company's growth. Our services include office...
-
Field Operations Specialist
3 weeks ago
Goleta, United States Consequi Partners in Project Management Full timeCompany DescriptionWe are Consequí Partners in Project Management - We are a startup that aids SMBs in planning, implementing, and overseeing their projects. Through observation, analyzing, and strategizing we create guides and implementation plans that allow our clients to reach their next milestone in their company's growth. Our services include office...
-
Field Operations Specialist
4 weeks ago
Goleta, United States Consequi Partners in Project Management Full timeCompany DescriptionWe are Consequí Partners in Project Management - We are a startup that aids SMBs in planning, implementing, and overseeing their projects. Through observation, analyzing, and strategizing we create guides and implementation plans that allow our clients to reach their next milestone in their company's growth. Our services include office...
-
Travel Speech Language Pathologist
7 days ago
Goleta, United States AlliedTravelCareers Full timeAlliedTravelCareers is working with Pioneer Healthcare Services to find a qualified Speech Language Pathologist (SLP) in Goleta, California, 93117!About The PositionPioneer Healthcare Services is seeking a committed Speech Language Pathologist SLP to join a school district in Santa Barbara County, CA for the 2024 - 2025 school year with the possibility to...
-
Driver - Santa Barbara Airport - Full Time
7 days ago
Goleta, United States Enterprise Mobility Full timeOverviewEnterprise Mobility, operating the National, Enterprise, and Alamo car rental brands is looking for Full Time driver(s) to join our amazing team! The Driver delivers vehicles and in some instances, customers, employees or vendors safely and timely to the appropriate destination(s) while giving helpful, courteous and professional customer...
-
Goleta, United States Enterprise Holdings Full timeOverview: Enterprise, National and Alamo has an exciting opportunity for a Customer Experience Representative (CXR) at the our Santa Barbara Airport branch! The CXR provides a superior, friendly, and efficient transaction (at time of rental and return) using the company approved sales and service techniques. Facilitates the rental process through...
-
Travel Nurse RN
1 month ago
Goleta, CA, United States Advantis Medical Staffing Full timeAdvantis Medical, the rated travel nurse agency, is currently seeking an experienced Radiology Registered Nurse (RN) for an exciting new travel job in Santa Barbara, CA 93105. This rewarding travel job offers a contract duration of 24 weeks and a Day shift. With us, you'll enjoy a superior pay and benefits package starting on day 1, along with our...