Elavon

Wealth Management Advisor - La Jolla, CA

Elavon

1 month ago
La Jolla, CA
Onsite
Full Time
Senior
0 applicants
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Elavon
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About this role

U.S. Bank is seeking a Wealth Management Advisor to lead investment, investment planning, and insurance product efforts. The role involves working with affluent clients to assess their financial needs, recommend suitable financial products, and deliver tailored investment strategies. The position offers opportunities for growth within a collaborative, resource-rich environment of a leading financial institution.

Skills

Qualifications

BS or equivalent work experienceSeries 7 and 66 or 63/65 licensesApplicable state insurance license
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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