U.S. Bank

Wealth Management Investment Consultant, Advisory Services

U.S. Bank

1 month ago
Hopkins, MN
Onsite
Full Time
Medior
0 applicants
U.S. Bank
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About this role

The Investment Consultant role provides advanced investment education and advice for clients with investment assets between $25,000 and $250,000. The role involves working with existing clients, assessing their financial needs, and developing personalized financial relationships using a full product suite and light financial planning tools.

Skills

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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