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Wealth Planning & Investment Advisor

Job in Altoona, Polk County, Iowa, 50009, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 65000 - 80000 USD Yearly USD 65000.00 80000.00 YEAR
Job Description & How to Apply Below

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance services on the Wealth Management Team. The role partners with AMG or U.S. Bancorp Investment to deliver tailored, goals-based portfolios and comprehensive financial strategies for affluent clients.

You will build relationships, present investment strategies and navigate private banking products, leveraging a strong background in financial sales and appropriate licenses to support clients' objectives.

As a Wealth Planning & Investment Advisor, you will play an important part at U.S. Bank in Altoona, IA, United States.

This role, Wealth Planning & Investment Advisor at U.S. Bank, could be your next opportunity.

Are you ready to take on the Wealth Planning & Investment Advisor role at U.S. Bank?

We would love to welcome a new Wealth Planning & Investment Advisor to our group in Altoona, IA, United States.

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