Pella, Iowa, 50219

Apply now
Full Time
Onsite
$65000 - $80200/yr
✨ Find Matching Candidates
Wealth Management Advisor

**Wealth Management Advisor**

The Wealth Management Advisor is responsible for guiding the delivery of investment and insurance products, in addition to overseeing portfolio management and trust administration. This role involves collaborating with the team to gain insight into client objectives and developing customized investment strategies that cater to their specific requirements. Applicants should possess a bachelor’s degree or comparable experience and should have three to five years of experience in financial sales. Necessary certifications include FINRA Series 7, 63, 65, or 66 licenses, along with a relevant state insurance license.


U.S. Bank National Association provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
To apply for this job, please upload your resume.
supports..pdf, .doc, .docx, or .txt file
X Icon Instagram Icon Facebook Icon LinkedIn Icon
Stay in the Know With STEMHUNTER
Back to Top Wealth Management Advisor
Wealth Management Advisor
close
supports..pdf, .doc, .docx, or .txt file