Wealth Strategy Advisor
Listed on 2026-10-15
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
U.S. Bank in Fortuna, California seeks a Wealth Management Advisor to lead investment planning and advisory services for affluent clients. You will coordinate portfolio management, trust administration, and strategy delivery, leveraging AMG or open architecture to tailor solutions.
The role requires FINRA licenses, a bachelor's degree or equivalent, and 3–5 years in financial sales, with strong relationship-building and communication skills. Competitive salary and comprehensive benefits apply.
Our group is growing, and we are hiring a Wealth Strategy Advisor in Fortuna, 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.
Learn more about the Wealth Strategy Advisor role in the description above.
(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).