Wealth Management Advisor - Independence
1 month ago

Job Description
We believe it takes all of us to bring our shared ambition to life and each person is unique in their potential A career with U.S. Bank gives you a wide ever-growing range of opportunities to discover what makes you thrive at every stage of your career Try new things learn new skills and discover what you excel at—all from Day One The Wealth Management Advisor (WMA) position is the investment planning and investment insurance products lead on the Wealth Management Team WMAs partner with the team to assist clients families by gaining a thorough understanding of their unique goals objectives constructing appropriate goals-based investment portfolios WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate delivering economic market views investment strategy managerfundsecurity research due diligence portfolio construction resulting in tailored investment management insurance services based upon a client's unique situation
Job description
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