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Associate Wealth Management Advisor

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U.S. Bank National Association

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Location:
United States , Gresham

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Category:
Finance

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Contract Type:
Not provided

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Salary:

65000.00 - 80200.00 USD / Year
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Job Description:

This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with a senior advisor, this advisor will learn and develop skills to consult with existing and prospective customers to determine financial goals, objectives, and current financial position.

Job Responsibility:

  • Consult with existing and prospective customers to determine financial goals, objectives, and current financial position
  • Conducts due diligence with lower segmented clients/prospect’s financial situation in order to recommend financial products
  • Develops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect’s investment objectives
  • Provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies
  • Engages in business development and promotional activities

Requirements:

  • Bachelor's degree, or equivalent work experience
  • At least two years of industry related experience in a financial sales or wealth position
  • Will need to complete FINRA Series 7, 65 or 66 and state insurance licenses within the first 6 months of employment

Nice to have:

  • Basic knowledge of the securities industry and markets
  • Well-developed analytical and decision-making skills to provide customized investment and financial planning advice
  • Effective interpersonal, verbal and written communication skills
  • Proficient with various computer software programs including Microsoft Office, and have the ability to use recommended desktop planning tools and processes
What we offer:
  • 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

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 27, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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