Wealth Management Advisor-Madison - Madison, WI

Only for registered members Madison, WI , United States

5 days ago

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Job summary

Wealth Management Advisors facilitate investment planning and delivery of strategies for clients' goals-based portfolios using U.S. Bank's Asset Management Group or open architecture.

Qualifications

  • Bachelor's degree or equivalent work experience
  • Three to five years of experience in financial sales position preferably working with affluent client segment
  • FINRA Series 7, 63, 65 or 66 license and applicable state insurance license

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