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Wealth Strategy Advisor – Investment & Planning
Job in
Branson, Taney County, Missouri, 65616, USA
Listed on 2026-06-05
Listing for:
U.S. Bank
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
U.S. Bank is seeking a Wealth Management Advisor in Branson, MO to lead investment planning and provide tailored investment and insurance solutions. This role involves collaboration with clients to develop customized investment portfolios based on their unique goals.
The ideal candidate will have a Bachelor's degree and 3-5 years of relevant experience in financial sales, particularly with affluent clients. A strong understanding of financial planning strategies and excellent communication skills are essential.
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