Strategic Wealth Advisor & Planning Lead
Us Bank
U.S. Bank in Oceanside, CA seeks a Wealth Management Advisor to lead investment planning and insurance products on the Wealth Management Team. You will meet with affluent clients to collect financial information, perform discovery, assess investment needs, and tailor strategies to each client’s unique situation. You will deliver portfolio construction, research, and advisory services, collaborate with other bank channels, and leverage platforms like MoneyGuidePro and Salesforce to service #J-18808-Ljbffr Us Bank
Vacancy posted 1 day ago
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