Wealth Strategy Advisor Affluent Clients

U.S. Bank is seeking a Wealth Management Advisor (WMA) to lead investment planning and insurance products on the Wealth Management Team. WMAs work with clients to understand goals and build goals-based portfolios, advising through AMG or Investment open architecture to deliver research, strategy and tailored investment services.

This role emphasizes relationship management, sales, and the ability to present strategies, with compliance to state licensing and FINRA requirements.

We are currently recruiting a Wealth Strategy Advisor for Affluent Clients for our team in Carson City, NV, United States.

Join us at US Bank as our next Wealth Strategy Advisor for Affluent Clients in Carson City, NV, United States.

This is a genuine role to take on the Wealth Strategy Advisor for Affluent Clients role at US Bank.

As a Wealth Strategy Advisor for Affluent Clients, you will play an important part at US Bank in Carson City, NV, United States.