Elavon

Wealth Managment Advisor - New York (10036-6702)

Elavon

1 month ago
New York, NY
Onsite
Full Time
Senior
0 applicants
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Elavon
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About this role

U.S. Bank is seeking a Wealth Management Advisor to lead investment, planning, and insurance product offerings. The role involves client engagement, financial needs assessment, and tailored strategy delivery within a collaborative, resource-rich environment.

Skills

Qualifications

Bachelor's DegreeFINRA Series 7FINRA Series 66 or 63/65State Insurance License
Elavon

About Elavon

usbank.com

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

About Elavon

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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