Wealth Manager for Affluent Clients: Goals-Based Investing
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U.S. Bank Wealth Management is seeking an experienced Investment Specialist to lead investment planning and portfolio delivery for affluent clients in the California region. You will oversee portfolio management, trust administration, investment advisory, and insurance strategies, aligning solutions with client goals. Collaborate with the team to understand clients’ goals and construct goals-based portfolios. #J-18808-Ljbffr Jobtailor
Vacancy posted 6 hours ago
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