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Wealth Management Advisor at U.S. Bank - ApplyBlast

Wealth Management Advisor

U.S. Bank

15 days ago

3.3 on Glassdoor

Bridgeton, Missouri, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Wealth Management Advisor serves as the investment planning and products lead on the Wealth Management Team, facilitating strategies for portfolio management, trust administration, and insurance. This role partners with clients to understand their unique goals and constructs tailored investment portfolios using U.S. Bank's Asset Management Group or open architecture solutions. The position involves delivering economic views, investment strategy, and due diligence to provide comprehensive financial services.

Responsibilities

Facilitate delivery of investment planning and insurance products strategies
Construct goals-based investment portfolios tailored to client objectives
Advise clients on investment strategy, research, and due diligence

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

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