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Senior Wealth & Investment Strategist
Job in
Meridian, Ada County, Idaho, 83680, USA
Listed on 2026-08-25
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
U.S. Bank Wealth Management seeks an investment planning leader on the Wealth Management Team to guide clients toward tailored financial goals. You will deliver portfolio management, trust administration, and investment advisory services, using the bank’s open architecture for appropriate products.
Build tailored portfolios and present market insights to support holistic planning. Successful candidates bring strong relationship skills, sales experience in affluent segments, and a thorough grasp
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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