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Wealth Management Advisor: Strategic Investment Planner

Job in Delafield, Waukesha County, Wisconsin, 53018, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-05-09
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 65000 - 80200 USD Yearly USD 65000.00 80200.00 YEAR
Job Description & How to Apply Below
U.S. Bank in Delafield, Wisconsin is hiring a Wealth Management Advisor responsible for investment planning and insurance products. This role involves developing tailored investment portfolios and advising clients on financial strategies. Candidates should have a Bachelor's degree, FINRA licenses, and experience in financial sales, preferably with affluent clients. The position offers a salary range of $65,000 to $80,200 annually along with a comprehensive benefits package.
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