About this role
Wealth Management Advisor at Usbank. Location: Gresham, Oregon, United States. Role: facilitate planning, advise clients, construct portfolios Requirements: Bachelor's degree or equivalent; 3-5 years financial sales; FINRA licenses 7, 63, 65 or 66; state insurance license. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Certifications: finra series 7, finra series 63, finra series 65, finra series 66, state insurance Commitment: Full Time Workplace: Onsite Languages: English