Elavon

Wealth Managment Advisor- Park City UT

Elavon

11 days ago
Park City, UT
Onsite
Full Time
Senior
0 applicants
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Elavon
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About this role

A Wealth Management Advisor at U.S. Bank provides investment planning and advisory services, focusing on portfolio management, trust administration, and tailored investment strategies for affluent clients.

Skills

Qualifications

Bachelor's DegreeFINRA Series 7, 63, 65 or 66 LicenseState 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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