Strategic Wealth Advisor & Investment Planner
Listed on 2026-10-21
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
U.S. Bank is seeking a Wealth Management Advisor in Lincoln to lead investment planning and insurance strategies for affluent clients. You will collaborate with AMG or U.S. Bancorp Investment to tailor goals-based portfolios and deliver comprehensive financial guidance.
The role requires a Bachelor's degree, 3–5 years of financial sales experience, FINRA licenses, and an insurance license. Planning tools and strong client relationships are essential to grow assets and deliver outstanding service.
We are currently recruiting a Strategic Wealth Advisor & Investment Planner for our team in Lake Lotawana, MO, United States.
This is a strong opening to take on the Strategic Wealth Advisor & Investment Planner role at U.S. Bank.
As a Strategic Wealth Advisor & Investment Planner, you will play an important part at U.S. Bank in Lake Lotawana, MO, United States.
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