U.S. Bank

Wealth Management Advisor

U.S. Bank

25 days ago
Columbus, OH
Onsite
Full Time
Senior
0 applicants
U.S. Bank
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About this role

U.S. Bank is hiring a Wealth Management Advisor responsible for investment planning, portfolio management, trust administration, and insurance services. The role involves working with clients to develop tailored investment strategies based on their financial goals, leveraging various investment products and providing holistic financial advice.

Skills

Qualifications

BS in Finance or related fieldFINRA Series 7, 63, 65 or 66 licensesState Insurance License
U.S. Bank

About U.S. Bank

usbank.com

Industry

Finance

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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