Wealth Management Advisor: Affluent Client Planner
Job in
Auburn, Placer County, California, 95604, USA
Listed on 2026-08-13
Listing for:
Us Bank
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
U.S. Bank seeks a Wealth Management Advisor to lead investment planning and tailor portfolios for affluent clients. You will collaborate with AMG or U.S. Bancorp Investments to deliver research, strategies, and insurance solutions aligned with client goals.
The role requires a bachelor’s degree, 3–5 years in financial sales, and FINRA licenses plus state insurance credentials; strong communication and relationship-building are essential for holistic planning.
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