Business & FinanceOn site
Associate Wealth Management Advisor - San Carlos
U.S. BankSan Carlos, CA
$65,000–80,200/yr
Posted Sep 30, 2026
What you’d do
Developmental financial advisor role working under a senior advisor to assess clients' financial goals and recommend investments, plus business development. Full time in San Carlos, CA. Found on the employer's careers page on Oct 18, 2026. Apply through the link.
You’ll need
- Bachelor's degree or equivalent work experience
- 2+ years financial sales or wealth experience
- FINRA Series 7, 65 or 66 within 6 months
- State insurance licenses within 6 months
- Basic knowledge of securities industry and markets
Our summary of the listing. The full listing has the details.