U.S. Bank

Wealth Management Advisor - Albuquerque

U.S. Bank

1 month ago
Albuquerque, NM
Onsite
Full Time
Senior
0 applicants
U.S. Bank
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About this role

The Wealth Management Advisor at U.S. Bank is responsible for providing tailored investment, insurance, and financial planning solutions to affluent clients, assessing their needs, and delivering strategic financial services. The role involves collaboration across banking channels and leveraging various technology platforms to support client portfolios.

Skills

Qualifications

Bachelor's degree, or equivalent work experienceFINRA Series 7 and 66 or Series 7 and 63/65Applicable state insurance license
U.S. Bank

About U.S. Bank

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 U.S. Bank

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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