- US Bank (Ankeny, IA)
- …what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products ... to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or 66 license, and applicable… more
- US Bank (Beverly Hills, CA)
- …ensuring regulatory standards are met - Has a deep understanding of the Financial Advisor 's business model, needs and key drivers as well as the sales process - ... Considerable knowledge of internal administrative, compliance and operational procedures - Strong communication, organization, problem-solving, prioritization, follow-up and relationship building skills If there's anything we can do to accommodate a disability… more