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Strategic Wealth Planner Affluent Clients

Job in Centerville, Montgomery County, Ohio, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 48000 - 80000 USD Yearly USD 48000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Strategic Wealth Planner for Affluent Clients

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance strategies for affluent clients. You will work with AMG and open-architecture platforms to deliver tailored portfolios and comprehensive financial plans.

The role emphasizes client advisory, portfolio construction, and cross-team collaboration, with opportunities to grow within the wealth management group and its services.

Join us at U.S. Bank as our next Strategic Wealth Planner for Affluent Clients in Centerville, OH, United States.

This posting is for the Strategic Wealth Planner for Affluent Clients role at U.S. Bank, based in Centerville, OH, United States.

We are looking to fill the Strategic Wealth Planner for Affluent Clients position at U.S. Bank in Centerville, OH, United States.

The Strategic Wealth Planner for Affluent Clients role at U.S. Bank is now open for applications in Centerville, OH, United States.

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