Holistic Wealth Advisor for Portfolios & Planning

$65k - $80.2k

U.S. Bank

U.S. Bank in Auburn, Washington is looking for a Wealth Management Advisor responsible for leading investment strategies and tailoring financial solutions for affluent clients. The role demands an in-depth understanding of clients' goals, with a focus on portfolio management and investment products. Ideal candidates will have a bachelor's degree, relevant licenses, and experience, alongside strong skills in financial planning and client relations. A competitive annual salary of $65,000 to $80,200 is offered. #J-18808-Ljbffr

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Vacancy posted 1 day ago

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