Wealth Management Advisor - Bend, OR - U.S. Bancorp : Job Details

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In this role you will: Meet with clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each clients unique needs Determine which financial products are suitable for the clients unique circumstances Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance Deliver economic and market views, investment strategy, manager/fund/security research, due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation Partner with and refer other financial services with other U.S. Bank channels, as appropriate Discover How Youll Thrive! An approachable and accessible leadership team that is dedicated to your success and career development A...Management, Advisor, Wealth, Financial Planning, Business Development, Diversity