Affluent Wealth Advisor & Planning Specialist
Listed on 2026-10-21
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance discussions with affluent clients. You will collect financial information, assess needs, and tailor strategies across portfolios and products.
This role emphasizes client relationships, disciplined advice, and collaborative service across bank channels. The position involves delivering market insights, managing client expectations, and coordinating with specialists to provide comprehensive financial
Step into the Affluent Wealth Advisor & Planning Specialist role at U.S. Bank in Sarasota, FL, United States and grow with us.
For the Affluent Wealth Advisor & Planning Specialist position at U.S. Bank, we are reviewing applications now.
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