Wealth Planner & Investment Strategist
Job in
Fortuna, Humboldt County, California, 95540, USA
Listed on 2026-07-11
Listing for:
Us Bank
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
U.S. Bank is seeking a Wealth Management Advisor to lead the investment planning and insurance product delivery on the Wealth Management Team.
The role focuses on understanding client goals and constructing goals-based portfolios, using AMG or open architecture for research and portfolio construction. The advisor will partner with the team to deliver tailored investment management and insurance services, handling product strategy, and client advisory with strong relationship management and
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×