Wealth Management Advisor: Investment & Planning
U.S. Bank
U.S. Bank in Los Angeles seeks a Wealth Management Advisor to deliver investment planning and construction of tailored portfolios for clients. The role demands strong financial sales skills and a background in managing affluent clients, alongside licenses including FINRA Series 7/63/65/66. Successful candidates will navigate the complexities of investment strategies, ensuring clients achieve their financial goals through personalized advice and management. A Bachelor's degree is essential, along with a track record in financial planning and relationship management. #J-18808-Ljbffr Us Bank
Vacancy posted 2 days ago
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