Wealth Strategy & Portfolio Advisor
Listed on 2026-10-09
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and coordinate portfolio management, trust administration, and insurance services for affluent clients. The role partners with AMG or U.S. Bancorp Investments and requires licenses and a strong sales background.
The position emphasizes delivering tailored investment strategies, client goals alignment, and proactive relationship management within a team-focused Wealth Management group.
Our group is growing, and we are hiring a Wealth Strategy & Portfolio Advisor in Downey, CA, United States.
All applications are reviewed carefully by our team.
The position is based in Downey, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 65.000 - 80.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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