Wealth Management Advisor, Charlotte, NC
U.S. Bancorp
North Carolina, Charlotte
Workplace: OnsiteFull timeUSD 65,000 - 80,200 annuallyFunction: SalesExperience: 3-5 yearsEducation: bachelorsSkills: ["Presentation","Relationship management","New business development","Analytical problem-solving","Interpersonal communication"]Advise affluent clients by gathering financial information, assessing needs, and recommending suitable investment planning and insurance strategies. Deliver economic and market views, conduct manager/fund/security research, and build tailored portfolios with ongoing portfolio management and trust administration. Partner with other U.S. Bank channels to expand client relationships, supported by warm leads, robust product offerings, and tools like MoneyGuidePro, Salesforce, and Seismic.
