U.S. Bank

Wealth Management Advisor - Parker, CO

U.S. Bank

8 days ago
Parker, CO
Onsite
Full Time
Senior
0 applicants
U.S. Bank
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About this role

U.S. Bank is seeking a Wealth Management Advisor to lead investment, planning, and insurance product offerings within the Wealth Management Team. The role involves working with affluent clients to assess their financial needs, recommend suitable products, and develop tailored investment strategies using advanced technology platforms.

Skills

Qualifications

BS in Finance or related fieldFINRA Series 7 and 66 or Series 7 and 63/65 license
U.S. Bank

About U.S. Bank

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 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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