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Strategic Wealth Advisor & Planning Lead
Job in
Oceanside, San Diego County, California, 92058, USA
Listed on 2026-07-21
Listing for:
Us Bank
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
U.S. Bank in Oceanside, CA seeks a Wealth Management Advisor to lead investment planning and insurance products on the Wealth Management Team.
You will meet with affluent clients to collect financial information, perform discovery, assess investment needs, and tailor strategies to each client’s unique situation. You will deliver portfolio construction, research, and advisory services, collaborate with other bank channels, and leverage platforms like Money Guide Pro and Salesforce to service
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