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Financial Advisor - Charlotte, NC at U.S. Bank - ApplyBlast

Financial Advisor - Charlotte, NC

U.S. Bank

4 months ago

3.3 on Glassdoor

Charlotte, NC

Onsite

Full Time

Senior

0 applicants

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About this role

This role serves as a Wealth Management Advisor on the U.S. Bank Wealth Management Team, specializing in investment planning and insurance products for affluent clients. The advisor constructs tailored goal-based investment portfolios and provides comprehensive financial strategies by partnering with the Asset Management Group or utilizing open architecture platforms. Responsibilities include advising clients on economic views, investment strategies, and conducting due diligence to ensure aligned financial outcomes.

Responsibilities

Construct tailored goal-based investment portfolios for affluent clients
Deliver economic views and investment strategies using AMG or open architecture
Conduct due diligence on manager and fund selections
Advise clients on insurance products and financial planning needs
Manage complex relationships and drive new business development

Skills

Qualifications

BS DegreeFINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

View Profile

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