Wealth Management Advisor
2 weeks ago
At U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Wealth Management Advisor, you'll play a key role in delivering tailored investment and insurance solutions to our affluent clients.
Key Responsibilities:- Meet with clients to understand their financial needs and goals
- Determine the best investment and insurance products to meet their needs
- Develop and implement customized investment strategies
- Provide ongoing portfolio management and monitoring
- Collaborate with other financial services teams to deliver comprehensive solutions
- A dynamic and supportive team environment
- A wide range of investment and insurance products to choose from
- State-of-the-art technology platforms to streamline your work
- Ongoing training and development opportunities
- A comprehensive benefits package, including healthcare, retirement plans, and more
- Bachelor's degree or equivalent work experience
- Three to five years of experience in a financial sales position
- FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license
We're an equal opportunity employer committed to creating a diverse workforce. If you're passionate about helping others achieve their financial goals, we encourage you to apply.
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