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Wealth Manager for Affluent Clients: Goals-Based Investing
Job in
Auburn, Placer County, California, 95604, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
U.S. Bank Wealth Management is seeking an experienced Investment Specialist to lead investment planning and portfolio delivery for affluent clients in the California region.
You will oversee portfolio management, trust administration, investment advisory, and insurance strategies, aligning solutions with client goals. Collaborate with the team to understand clients’ goals and construct goals-based portfolios.
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