Wealth Management Advisor - Uptown Phoenix
U.S. Bank
About this role
The Wealth Management Advisor at U.S. Bank is responsible for engaging with affluent clients to assess their financial needs, recommend suitable financial products, and deliver investment, portfolio management, trust administration, and insurance strategies. The role involves collaboration within a team, leveraging technology platforms, and providing tailored financial services to support client goals.
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
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 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