U.S. Bank

Wealth Management Advisor - Greenwich, CT

U.S. Bank

10 days ago
Greenwich, CT
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 managing client relationships, assessing investment needs, and recommending financial products. They deliver tailored investment management and insurance services while collaborating with various banking channels to provide comprehensive financial guidance.

Skills

Qualifications

Bachelor's degree3-5 years financial sales experienceSeries 7 and 66 licensesApplicable state insurance license
U.S. Bank

About U.S. Bank

usbank.com

Industry

Finance

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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