ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Wealth Management Advisor at U.S. Bank - ApplyBlast

Wealth Management Advisor

U.S. Bank

2 months ago

3.3 on Glassdoor

Loomis, California, United States

Onsite

Full Time

Medior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Wealth Management Advisor at U.S. Bank leads investment planning and insurance product delivery for affluent clients, constructing goals‑based portfolios and providing tailored investment and insurance advice. The role partners with the Wealth Management Team to understand client objectives and deliver comprehensive financial solutions.

Responsibilities

Facilitate delivery of portfolio management and investment strategies
Advise affluent clients on investment and insurance solutions
Develop and present goals‑based investment portfolios

Skills

Qualifications

Bachelor's degreeFINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

View Profile

Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.