Senior Private Wealth Advisor for High-Net-Worth Clients
U.S. Bank
U.S. Bank is seeking a Private Wealth Advisor in San Diego to identify and deepen client relationships utilizing a holistic approach to financial planning. This role involves advising clients on various financial aspects, including investments and estate planning, while collaborating with specialists for tailored strategies. Ideal candidates will have significant experience with High and Ultra High Net Worth clients and possess strong relationship management and problem-solving skills. A hybrid work model is offered, promoting flexibility. #J-18808-Ljbffr
Vacancy posted 23 hours ago
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