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Wealth Management Advisor: Build Goal- Portfolios
Job in
Gresham, Multnomah County, Oregon, 97080, USA
Listed on 2026-07-14
Listing for:
3M HEALTHCARE
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
U.S. Bank seeks a Wealth Management Advisor to lead investment planning and oversee insurance products within the Wealth Management Team.
The role partners with colleagues to understand client goals and construct goal-based portfolios, using AMG or open architecture for research, strategy, and due diligence. The candidate will deliver tailored investment management and insurance services, leveraging strong client relationships and a comprehensive planning approach, with emphasis on affluent
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