Wealth Advisor: Growth, Strategy & Client Impact
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-08-15
Listing for:
U.S. Bank
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
U.S. Bank Wealth Management is seeking a Wealth Management Advisor to lead investment planning, portfolio construction, and client service for affluent clients.
You will assess client needs, collaborate with investment and insurance partners, and deliver tailored financial solutions while maintaining regulatory compliance and a high standard of client experience. The role leverages platforms like Money Guide Pro and Salesforce to deliver insights, with strong emphasis on relationship management,
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