Wealth Management Advisor - Planning & Investments

U.S. Bancorp

U.S. Bancorp is seeking a Wealth Management Advisor in Auburn, WA. The role involves working with clients to construct investment portfolios and advising on various financial strategies. A Bachelor's degree and 3-5 years of experience in financial sales are required, along with relevant FINRA licenses. This position offers a base salary range of $65,000 to $80,200, with additional incentives based on performance. U.S. Bank provides comprehensive benefits and values diversity in its workforce. #J-18808-Ljbffr

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Wealth Management Advisor - Planning & Investments in Auburn, WA vacancy

Wealth Management Advisor
$65k - $80.2k
...Wealth Management Advisor At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and... ...The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth...
Suggested
Temporary work
Work experience placement
Local area
U.S. Bancorp
Auburn, WA
1 day ago
Wealth Management Advisor
$65k - $80.2k
...Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management...
Suggested
Temporary work
Work experience placement
Local area
U.S. Bank
Auburn, WA
5 days ago
University Budget Director
$115k - $130k
...professional ready to move from budget management into institutional financial leadership... ...University's lead budget and financial planning expert, this role oversees long-range financial... ...with Finance leadership to analyze investment‑related impacts on long‑range planning....
Suggested
Work at office
Relocation package
Another Source
Tacoma, WA
1 day ago
University Budget Director - University of Puget Sound
$115k - $130k
...professional ready to move from budget management into institutional financial leadership... ...University's lead budget and financial planning expert, this role oversees long-range financial... ...with Finance leadership to analyze investment-related impacts on long-range planning....
Suggested
Work at office
Relocation package
Another Source
Tacoma, WA
3 days ago
Holistic Wealth Advisor for Portfolios & Planning
$65k - $80.2k
...U.S. Bank in Auburn, Washington is looking for a Wealth Management Advisor responsible for leading investment strategies and tailoring financial solutions for affluent... ...experience, alongside strong skills in financial planning and client relations. A competitive annual salary...
Suggested
U.S. Bank
Auburn, WA
1 day ago
Financial Solutions Advisor- South Puget Sound Area
...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The role also... ...stocks, bonds, mutual funds, annuities, banking, and money‑managed solutions. Recommends banking and investment...
Temporary work
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Federal Way, WA
2 days ago
Relationship Banker - Immediate Need
$27 - $41 per hour
...their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this... ...makes it easier for customers to manage their banking with confidence... ...with partners across Wealth, Home Lending, and Business Banking...
Temporary work
Work experience placement
Immediate start
Wells Fargo
Auburn, WA
4 days ago
Financial Solutions Advisor- South Puget Sound Area
$70k - $80k
...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations... ...bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments...
Full time
Temporary work
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Federal Way, WA
4 days ago
Financial Solutions Advisor- South Puget Sound Area
$70k - $80k
...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations... ...bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investment strategies...
Temporary work
Monday to Friday
ROLE
Tacoma, WA
2 days ago
Relationship Banker - Immediate Need
...being. You’ll be rewarded for investing in your community, celebrated... ...financial goals through planning, digital engagement, and customized... ...it easier for customers to manage their banking with confidence... ...collaboration with partners across Wealth, Home Lending, and Business...
Full time
Temporary work
Work experience placement
Immediate start
Wells Fargo & Company
Auburn, WA
3 days ago
US Experienced Financial Advisor
$50k
...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...offices in the U.S. and Canada than any other investment firm, serving over eight million clients... ...monitor, and adjust the branch business plan to increase branch effectiveness and...
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Tacoma, WA
5 days ago
Financial Planner with Healthcare Background
$76k - $193k
...through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights... ...Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and...
Local area
Work from home
Visa sponsorship
Flexible hours
Northwestern Mutua
Tacoma, WA
5 days ago
Wealth Advisor - O Bee Credit Union
$80.17k - $90k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive... ...) to deliver Non-Deposit Investment Products (NDIPs) and... ...partnership with Retail Branch Managers and Centers of Influence and... ...products and financial planning Core Competencies:...
Work at office
Local area
LPL Financial
Tacoma, WA
2 days ago
College Financial Representative, Internship Program
$1,000 per month
...building an integrated financial planning practice from the ground up.... ...Financial Representative or Advisor role upon graduation.... ...government, etc) Excellent time-management skills Interest in... ...financial strategiesinsurance, investments, and annuitiesbuilt to...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Tacoma, WA
4 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...goals through financial planning. On your path to... ...Protection Education Funding Investment & Advisory Services... ...client's unique needs Manage your client's financial... ...Northwestern Mutual Wealth Management Company (NMWMC...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Tacoma, WA
2 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at... ...their goals through financial planning. On your path to becoming a financial... ...· Education Funding · Investment & Advisory Services · Trust Services... ...client's unique needs Manage your client's financial plans...
For contractors
Work at office
Northwestern Mutual
Tacoma, WA
3 days ago
Senior Financial Solutions Advisor -Northwest Region
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided... ...backgrounds and experiences and invest heavily in our teammates and... ...home, building a family, or planning for retirement. As part of our... ...on-one coaching from Academy managers who are invested in your success...
Work at office
Immediate start
Shift work
Day shift
Bank of America
Puyallup, WA
5 days ago
Assistant Property Manager - ReNew Dash Point
$28 - $30 per hour
...and are proudly ranked among NHMC's Top 50 Apartment Owners and Managers. We're on the lookout for passionate individuals that will... ...position also requires regular attendance and active participation/planning at company functions and events. Essential Functions Skills include...
Hourly pay
16 hours
Full time
Temporary work
Local area
Flexible hours
Night shift
Weekend work
Trinity Property Management
Federal Way, WA
2 days ago
Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market
$80k - $90k
Job Description Merrill Wealth Management is a leading provider of comprehensive... ...wealth management and investment products and services for... ...management, including planning for retirement, education,... ...guidance. Merrill's Financial Advisors and Wealth Management Client...
Interim role
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America
Tacoma, WA
5 days ago
Trading & Investment Operations Manager
Empirical is an independent RIA managing almost $10 billion in AUM... ...integrated strategy of investments + tax + financial planning to high net worth... ...investors grow and protect their wealth. Empirical Wealth... ...accuracy, and an enhanced advisor/client experience. Trading...
Empirical Financial Services, LLC
Tacoma, WA
3 days ago
Licensed Private Client Banker
$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...client relationship with a plan-based approach to financial advice... ...base with up to $2M in investable assets. The PCB helps new and... ...current clients; effectively managing internal and external centers...
Hourly pay
Work experience placement
Immediate start
Flexible hours
Day shift
Key Bank
Kent, WA
3 days ago
Strategic Wealth & Planning Manager
...A private wealth management firm is seeking a Financial Manager to partner with Client Advisors for comprehensive client financial management. Responsibilities include coordinating... ...least 5 years of experience in financial planning, and strong communication skills. Advanced...
Fiduciary Counselling, Inc.
Tacoma, WA
4 days ago
Strategic Financial Planner & Investment Advisor
Bank of America seeks a Financial Advisor in Federal Way to provide personalized client... ...responsibilities include triaging leads, recommending investment strategies, and maintaining regulatory... ...communication and thoroughness in managing client needs. #J-18808-Ljbffr Bank of...
Bank of America
Federal Way, WA
2 days ago
Senior Financial Systems Analyst
$99.85k - $149.8k
...people love. Our corporate teams set the strategies and operational plans to ensure the success of our company. Whether we use our... ...supervision. Ability to work well under pressure and effectively manage multiple, concurrent tasks. A strong disposition for customer...
Full time
Temporary work
For contractors
Local area
Alaska Airlines
Des Moines, WA
2 days ago
Financial Solutions Advisor- South Puget Sound Area
...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations... ...bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments...
Temporary work
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America Corporation
Tacoma, WA
6 days ago
Relationship Banker
$25 - $27.88 per hour
...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash...
Hourly pay
Shift work
Weekend work
Day shift
Bank of America
Federal Way, WA
4 days ago
Senior Property Manager
$85k - $100k
...Kitsap Peninsula Our client, a real estate owner and property management firm, is looking for an experienced Community Director to... ...initiatives. Assist with annual budgeting, capital improvement planning, and operational forecasting. Monitor market conditions and...
Work at office
NW Recruiting Partners
Tacoma, WA
4 days ago
Property Manager
$80k - $90k
...Job Description Job Description Property Manager – Multifamily (Tacoma, WA) Location: Tacoma, Washington Property Type... ...that enhance marketability and resident quality Assist in planning and execution of approved capital projects Proactively identify...
Targa Real Estate Services Inc.
Federal Way, WA
18 days ago
Portfolio Manager - Washington & Alaska
$104k - $125k
...services, while looking beyond kidney care and investing in transforming vital organ therapies.... ...Your role at Vantive The Portfolio Manager (PM) leads all strategy across the... ...benefits include the Aon Pooled Employer Plan ("Aon PEP"), Vantive's 401(k) retirement...
Contract work
Temporary work
Local area
Worldwide
Flexible hours
Vantive
Fife, WA
3 days ago
Entrepreneurial Financial Advisor Build Your Own Practice
$61k - $119k
...Northwestern Mutual Life Insurance Company is looking for a Financial Advisor in Tacoma, WA. In this role, you will help clients achieve their financial goals through customized planning and support. The position offers performance-based earnings, with average earnings...
Northwestern Mutual Life Insurance Company
Tacoma, WA
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Advisor - Planning & Investments. Be the first to apply!