Elavon

Associate Wealth Management Advisor - Huntington Beach

Elavon

19 days ago
Huntington Beach, CA
Onsite
Full Time
Junior
0 applicants
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Elavon
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About this role

A Financial Advisor at U.S. Bank helps customers achieve financial goals through personalized investment advice and financial planning while complying with regulations. The role involves analyzing client needs, recommending financial products, and engaging in business development.

Skills

Qualifications

Bachelor's DegreeFINRA Series 7, 65 or 66State Insurance License
Elavon

About Elavon

usbank.com

Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.

About Elavon

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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