Wealth Management Advisor - Lake Tahoe, CA
Company: U.S. Bank
Location: Truckee
Posted on: April 1, 2026
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Job Description:
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 The Wealth Management
Advisor (WMA) position is the investment planning and investment
and insurance products lead on the Wealth Management Team. The WMA
is responsible for facilitating the delivery of strategies and
capabilities including portfolio management, trust administration,
investment advisory and insurance. WMAs 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. WMAs advise clients using U.S.
Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's
open architecture where appropriate, to deliver economic and market
views, investment strategy, manager/fund/security research and due
diligence, and portfolio construction resulting in tailored
investment management and insurance services based upon a client's
unique situation. Basic Qualifications - 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, 63, 65 or 66 license, and
applicable state insurance license Preferred Skills/Experience -
Considerable knowledge in financial planning, including but not
limited to goals based planning, asset allocation, retirement
planning, and education funding - Considerable knowledge of the
securities industry, including U.S. Bancorp Investments, investment
and insurance products and services - Extensive knowledge of
private banking products and services, including credit processes
and policies - Ability to effectively present investment strategies
to clients and maintains a holistic approach to planning - 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 If there’s
anything we can do to accommodate a disability during any portion
of the application or hiring process, please refer to our
disability accommodations for applicants . 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: 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 Review
our full benefits available by employment status here . 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.
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 $80,200 depending on the required state minimum
plus eligibility for incentives based on employee’s production
under the applicable incentive plan. U.S. Bank will consider
qualified applicants with arrest or conviction records for
employment. U.S. Bank conducts background checks consistent with
applicable local laws, including the Los Angeles County Fair Chance
Ordinance and the California Fair Chance Act as well as the San
Francisco Fair Chance Ordinance. U.S. Bank is subject to, and
conducts background checks consistent with the requirements of
Section 19 of the Federal Deposit Insurance Act (FDIA). In
addition, certain positions may also be subject to the requirements
of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA,
the Bank Secrecy Act, the SAFE Act, and/or federal guidelines
applicable to an agreement, such as those related to ethics,
safety, or operational procedures. Applicants must be able to
comply with U.S. Bank policies and procedures including the Code of
Ethics and Business Conduct and related workplace conduct and
safety policies. Posting may be closed earlier due to high volume
of applicants.
Keywords: U.S. Bank, Folsom , Wealth Management Advisor - Lake Tahoe, CA, Accounting, Auditing , Truckee, California
