The Wealth Management Advisor is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance
Job Summary
The Wealth Management Advisor is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work.
Matching Summary
The Wealth Management Advisor is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.