Wealth Management Advisor - Avon
Core
Investment planning and insurance products lead responsible for constructing goals-based investment portfolios and delivering tailored financial strategies to clients.
Role type
Wealth Management Advisor (IC)
Builds
Tailored investment management and insurance services
Domain
Wealth Management / Financial Services
Required skills
Portfolio management, Trust administration, Investment advisory, Insurance licensing, Financial sales, Client relationship management, New business development, Analytical problem solving, Desktop planning tools
Preferred skills
Goals-based planning, Asset allocation, Retirement planning, Education funding, Securities industry knowledge, Private banking products, Credit processes
Technologies
Desktop planning tools, U.S. Bancorp Investments platforms
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