Top 711 Wealth management advisor eureka, ca Jobs in Eureka, Ca

Wealth Management Advisor - Eureka, CA
U.S. Bank National Association —Eureka, CA
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Broista - Eureka, CA
Dutch Bros —Eureka, CA
- Up to $23.50 an hour
- Part-time
- Serving
- Heavy lifting
- Reliable transportation
- Tuition reimbursement
- Food provided
Broista - Eureka, CA
Dutch Bros Coffee —Eureka, CA
- Up to $23.50 an hour
- Part-time
- Serving
- Heavy lifting
- Reliable transportation
- Tuition reimbursement
- Food provided
General Accounting / Receptionist
Northwood Auto Plaza —Eureka, CA
- $18 - $22 an hour
- Clean driving record
- Dealership
- No experience needed
- Disability insurance
- Health insurance
Quick Apply
Home Care Assessor NEEDED In Eureka, CA
Care Planning Institute, Inc —Eureka, CA
- $40 an hour
- Per diem
- Current TB test
- Mid-level
- Home Health
- Flexible schedule
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MFM Sonographer
CALIFORNIA MATERNAL FETAL MEDICINE —Eureka, CA
- $41 - $52 an hour
- Full-time
- Anatomy knowledge
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
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Locum Dentist $120 Hourly
Ascend Medical —Fortuna, CA
- $120 an hour
- Monday to Friday
- Dental office
- Adults
- Mid-level
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Physician Assistant
MAD RIVER COMMUNITY HOSPITAL —Arcata, CA
- $128,000 - $170,000 a year
- Part-time
- Background check
- Pass drug screening
- HIPAA
- Relocation assistance
- Health insurance
Quick Apply
1d
Family Nurse Practitioner
MAD RIVER COMMUNITY HOSPITAL —Arcata, CA
- $133,000 - $170,000 a year
- Part-time
- Background check
- Pass drug screening
- Primary Care
- Relocation assistance
- Health insurance
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1d
CRNA
Ascend Medical —Fortuna, CA
- Surgery
- Hospital
- Mid-level
Quick Apply
Mid Level Civil Litigation Attorney
MFS Legal —California
- $140,000 - $175,000 a year
- Full-time
- Remote
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Empowered Roots (ER) Program Coordinator
Seventh Generation Fund for Indigenous Peoples, Inc. —Eureka, CA
- $49,920 - $54,080 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Remote Family Law Attorney (CA License Required)
Marble PC —California
- $130,000 a year
- Full-time
- Remote
- Writing skills
- Mid-level
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Physician Assistant
EMCW - St Joseph's Hospital —Eureka, CA
- 8 hour shift
- BLS Certification
- Mid-level
- Clinic
Quick Apply
Outpatient Psychiatrist (MD/DO) – 100% Remote – California License Required
Iris Telehealth —California
- From $309,000 a year
- Full-time
- Medicine
- Psychiatry
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Radiology Tech - X-Ray/CT
MAD RIVER COMMUNITY HOSPITAL —Arcata, CA
- $40 - $60 an hour
- Part-time
- Acute care
- Background check
- Hospital
Quick Apply
Occupational Health Nurse Practitioner
MAD RIVER COMMUNITY HOSPITAL —Arcata, CA
- $140,000 - $165,000 a year
- Email
- Background check
- BLS Certification
- Pass drug screening
- Relocation assistance
- Health insurance
Quick Apply
Wound Care Nurse Practitioner
MAD RIVER COMMUNITY HOSPITAL —Arcata, CA
- $140,000 - $165,000 a year
- Email
- Background check
- Nursing
- BLS Certification
- Relocation assistance
- Health insurance
Quick Apply
Family Medicine Locums, Clinic $125 hrly
Ascend Medical —Arcata, CA
- $125 an hour
- Monday to Friday
- RN License
- PALS Certification
- BLS Certification
Quick Apply
Real Estate Attorney
Anand Law PC —California
- $120,000 - $140,000 a year
- Full-time
- Research
- Mid-level
- Accounting
- Flexible spending account
- Paid time off
Quick Apply
6d

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wealth management advisor eureka, ca jobs near eureka, ca

Wealth Management Advisor - Eureka, CA

U.S. Bank National Association -
Eureka, CA

Apply Now

Job Details

Full-time
$65,000 - $80,200 a year

Benefits

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

Qualifications

Financial sales
Series 7
FINRA License
Experience practicing in the securities industry

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

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.

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.

Apply Now

Refine Your Search

wealth management advisor eureka, ca jobs in eureka, ca

Wealth Management Advisor - Eureka, CA

Broista - Eureka, CA

Broista - Eureka, CA

General Accounting / Receptionist

Home Care Assessor NEEDED In Eureka, CA

MFM Sonographer

Locum Dentist $120 Hourly

Physician Assistant

Family Nurse Practitioner

CRNA

Mid Level Civil Litigation Attorney

Empowered Roots (ER) Program Coordinator

Remote Family Law Attorney (CA License Required)

Physician Assistant

Outpatient Psychiatrist (MD/DO) – 100% Remote – California License Required

Radiology Tech - X-Ray/CT

Occupational Health Nurse Practitioner

Wound Care Nurse Practitioner

Family Medicine Locums, Clinic $125 hrly

Real Estate Attorney

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