Wealth Planning & Investment Advisor
U.S. Bank
U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance delivery for affluent clients in California. You will construct tailored goals-based portfolios and collaborate with AMG or open-architecture platforms to deliver investment strategy and due diligence. The role requires a bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus state insurance license; strong communication and relationship skills are essential. Competitive benefits apply. #J-18808-Ljbffr U.S. Bank
Vacancy posted 3 days ago
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