Top 2 Wealth management director Jobs in Del Mar Ca

Ascent Director of Investments
U.S. Bank National Association —San Diego, CA
- $139,230 - $180,180 a year
- Full-time
- Office
- Business development experience
- Bachelor's degree
- Paid holidays
- Disability insurance
Director of Financial Planning and Client Experience
Sovereign Financial Group, Inc. —United States
- From $175,000 a year
- Full-time
- 5 years
- Analysis skills
- Financial services
- Health insurance
- Dental insurance
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22h

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Financial Advisor/ Sales (Career Changers Encouraged)
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Ascent Director of Investments

U.S. Bank National Association -
San Diego, CA

Apply Now

Job Details

Full-time
$139,230 - $180,180 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

Customer communication

Full 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

Manages investments and portfolios for Ascent Private Capital Management and business development for UHNW client base. Plays supporting role for investment function on regional team and will have some client exposure alongside more senior members of the team. May manage relationships and direct communications with clients. Executes trades and develops portfolio transition and implementation plans. Writes investment reviews. Designs and prepares reports/models to be shared with clients and prospects.

Basic Qualifications

Bachelor's degree, or equivalent work experience
Seven of more years of experience in a portfolio/wealth management role

Preferred Skills/Experience

Two or more years of experience working with alternative assets
Advanced understanding of finance/accounting/investments and portfolio construction
Strong modeling skills
Effective interpersonal and verbal and written communication skills

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.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $147,420.00 - 180,180.00

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.

Apply Now

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wealth management director jobs in del mar ca

Ascent Director of Investments

Director of Financial Planning and Client Experience

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