Wealth Management Advisor - Lake Tahoe, CA
Elavon
About this role
The Wealth Management Advisor (WMA) at U.S. Bank is responsible for investment planning and delivering a range of wealth management products and services, including portfolio management, trust administration, and insurance. The role involves understanding client goals and constructing tailored investment portfolios while advising clients on strategic investment options.
Skills
Qualifications
About Elavon
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
U.S. BankInvestors Focus Attention on Corporate Earnings
2 weeks ago
U.S. BankU.S. Bancorp announces leadership changes in its operations function
1 month ago
U.S. BankU.S. Bancorp to Acquire BTIG
Jan 13, 2026
U.S. BankU.S. Bank Adds Industry Veterans to Its Payments: Merchant and Institutional Leadership Team
1 month ago
U.S. BankU.S. Bancorp appoints Gunjan Kedia chairman of the Board of Directors
1 month ago
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Elavon.
Salary
$65k – $80k
per year