Elavon

PWM Private Wealth Advisor

Elavon

11 days ago
Atlanta, GA
Hybrid
Full Time
Senior
0 applicants
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Elavon
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About this role

A Wealth Management Specialist at U.S. Bank focuses on retaining and growing high net worth client relationships by building teams of professionals to meet client needs. The role involves expert wealth management, relationship management, and business development in a complex financial environment.

Skills

Qualifications

Bachelor's degree10 years of experienceCFA or CFP
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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