Wealth Management Advisor - Queen Anne, WA
U.S. Bank
About this role
The Wealth Management Advisor at U.S. Bank is responsible for leading investment planning, portfolio management, trust administration, and insurance strategies. They work with clients to understand their goals and construct tailored investment portfolios using the bank's resources. The role involves providing advice on investment and insurance products to affluent clients, with a focus on holistic financial planning.
Skills
About U.S. Bank
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
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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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for U.S. Bank.
Salary
$65k – $80k
per year