Wealth Management Advisor - Clairemont CA
U.S. Bank
About this role
The Wealth Management Advisor (WMA) at U.S. Bank leads investment planning and insurance product strategies, working closely with clients to develop tailored investment portfolios and provide comprehensive financial advice. The role involves partnership with specialized teams to deliver asset management and private banking services. It offers an opportunity to serve high-net-worth clients with a focus on holistic financial planning.
Skills
Qualifications
About U.S. Bank
usbank.comExperience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.
Recent company news
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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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for U.S. Bank.
Salary
$65k – $80k
per year