Strategic Wealth Advisor & Planning Expert
U.S. Bank
U.S. Bank is seeking a Wealth Management Advisor in Tempe, AZ to lead investment planning, portfolio management, trust administration, and insurance delivery. You will partner with a team to understand clients' goals and create tailored, goals-based investment portfolios using AMG or open architecture solutions. The role requires relevant FINRA licenses, a degree or equivalent experience, and 3–5 years in financial sales, with strong relationship and communication skills. #J-18808-Ljbffr U.S. Bank
Vacancy posted 4 hours ago
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