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Senior Wealth Planner & Investment Advisor
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-06-03
Listing for:
U.S. Bancorp
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
U.S. Bancorp in Madison, Wisconsin is seeking a Wealth Management Advisor to lead investment planning and delivery of tailored investment and insurance services for affluent clients. You will construct goals-based investment portfolios and provide expert financial advice through U.S. Bank's Asset Management Group.
The ideal candidate has a Bachelor's degree, relevant licenses, and 3-5 years of experience in financial sales. The role offers comprehensive benefits including healthcare, life insurance, and a 401(k) plan.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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