ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Wealth Management Advisor- Oceanside, CA at U.S. Bank - ApplyBlast

Wealth Management Advisor- Oceanside, CA

U.S. Bank

3 months ago

3.3 on Glassdoor

Oceanside, CA

Onsite

Full Time

Senior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Wealth Management Advisor at U.S. Bank leads investment, investment planning, and insurance products for the Wealth Management Team. The role involves meeting with affluent clients to assess their unique financial needs, determine suitable products, and deliver tailored strategies including portfolio management and trust administration. Advisors collaborate with internal financial services channels to provide comprehensive experiences while utilizing technology platforms like MoneyGuidePro and Salesforce.

Responsibilities

Meet with affluent clients to collect financial information and assess investment needs
Determine suitable financial products based on unique client circumstances
Facilitate delivery of portfolio management, trust administration, and insurance strategies
Deliver economic market views and investment strategy research
Construct tailored investment portfolios and insurance services for clients

Skills

Qualifications

Bachelor's degreeFINRA Series 7FINRA Series 66Series 63/65State Insurance License

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

View Profile

Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.