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Wealth Management Advisor at U.S. Bank - ApplyBlast

Wealth Management Advisor

U.S. Bank

17 days ago

3.3 on Glassdoor

Downey, California, 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 insurance products lead on the Wealth Management Team, facilitating the delivery of portfolio management, trust administration, and tailored investment strategies. This role involves partnering with clients to understand their unique goals and constructing appropriate goals-based investment portfolios using U.S. Bank's Asset Management Group or open architecture resources. The position requires advising clients on economic views, market strategies, 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, manager 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

View Profile

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