Financial Advisor, Nashville - Burkitt Commons, TN
U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 65,000 - 80,200 annuallyFunction: SalesExperience: 3-5 yearsEducation: bachelorsSkills: ["Relationship management","Sales","New business development","Analytical skills","Communication"]Serve affluent clients by gathering financial information, assessing needs, and recommending suitable investment, insurance, and wealth management strategies. Deliver economic and market views, conduct manager/fund/security research and due diligence, and construct tailored portfolios. Partner across U.S. Bank channels to expand client relationships, supported by open architecture, collaborative team leadership, warm leads, and technology platforms like MoneyGuidePro, Salesforce, and Seismic.

