Wealth Planning & Investment Advisor
Job in
Altoona, Polk County, Iowa, 50009, USA
Listed on 2026-08-03
Listing for:
U.S. Bank
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies for clients. You’ll deliver tailored portfolios, support trust administration, and collaborate with AMG or U.S. Bancorp Investment platforms to provide comprehensive investment guidance.
The role emphasizes goals-based planning, client relationship development, and clear communication of strategies. A bachelor’s degree and FINRA licenses are required, with 3–5 years in financial sales preferred.
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