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Wealth Management Advisor - Tailored Portfolios & Planning
Job in
Lee's Summit, Lees Summit, Jackson County, Missouri, 64002, USA
Listed on 2026-06-06
Listing for:
U.S. Bank
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A national financial institution is seeking a Wealth Management Advisor in Missouri to lead investment planning and provide tailored financial services to affluent clients. The role requires a bachelor's degree, financial sales experience, and relevant licenses. Key responsibilities include constructing personalized investment portfolios and advising clients on various financial strategies. The position offers a competitive salary ranging from $65,000 to $80,200 along with comprehensive benefits including healthcare and paid vacation.
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