Elavon

Wealth Management Advisor - St. Louis, MO

Elavon

1 month ago
Creve Coeur, MO
Onsite
Full Time
Senior
0 applicants
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Elavon
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About this role

The Wealth Management Advisor at U.S. Bank is responsible for meeting with clients to assess their financial needs, recommending suitable financial products, and delivering personalized investment strategies. The role involves collaboration within a team, utilizing technology platforms, and supporting client growth and satisfaction.

Skills

Qualifications

Bachelor's DegreeSeries 7 and 66 or Series 7 and 63/65State 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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