Wealth Management Advisor: Client Portfolios & Planning
Job in
Monterey, Monterey County, California, 93941, USA
Listed on 2026-08-17
Listing for:
Us Bank
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services on the Wealth Management Team. You will deliver strategies across portfolio management, trust administration, and insurance, tailoring goals-based portfolios for clients.
Responsibilities include partnering with the team to understand client goals, using AMG or open architecture, and building comprehensive investment solutions. Strong communication and relationship skills are essential in this role.
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