Elavon

PWM Private Wealth Advisor

Elavon

6 days ago
Waterloo, IA
Onsite
Full Time
Senior
0 applicants
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Elavon
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About this role

A Private Wealth Advisor at U.S. Bank helps clients achieve financial objectives through wealth and estate planning, investments, banking, and trust services. The role focuses on identifying, closing, and deepening client relationships with High and Ultra High Net Worth individuals.

Skills

Qualifications

Bachelor's DegreeEight or more years of experienceNMLS RegistrationCFA or CFP Certification
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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