Wealth Planning & Investment Advisor
Job in
High Point, Guilford County, North Carolina, 27264, USA
Listed on 2026-08-20
Listing for:
U.S. Bank
Full Time
position Listed on 2026-08-20
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 investment planning within the Wealth Management Team. The WMA facilitates delivery of strategies including portfolio management, trust administration, investment advisory and insurance, tailoring solutions to clients' goals.
The role requires a bachelor’s degree and 3–5 years in financial sales, with FINRA licenses and state insurance license. Strong communication and relationship skills are essential to drive growth and client
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