Strategic Wealth Advisor — Portfolio & Planning
US Bank
U.S. Bank’s Wealth Management Advisor (WMA) leads investment planning and insurance products within the Wealth Management Team. The WMA delivers strategies including portfolio management, trust administration, investment advisory, and tailored insurance services. They partner with the team to understand clients’ goals and build goals-based investment portfolios. The role requires substantial knowledge of financial planning, securities, and private banking products, with emphasis on client #J-18808-Ljbffr US Bank
Vacancy posted 14 hours ago
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