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Wealth Management Advisor at U.S. Bank - ApplyBlast

Wealth Management Advisor

U.S. Bank

6 days ago

3.3 on Glassdoor

Stevens Point, Wisconsin, 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 such as portfolio management, trust administration, and insurance. This role partners with the team to understand client goals and construct tailored investment portfolios using U.S. Bank's Asset Management Group or open architecture resources. The position involves delivering economic views, investment strategy, and due diligence to provide customized management and insurance 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

View Profile

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