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Wealth Planning & Investments Advisor

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Us Bank
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 65000 - 80000 USD Yearly USD 65000.00 80000.00 YEAR
Job Description & How to Apply Below

U.S. Bank Wealth Management Advisor leads on investment planning, portfolio management, trust administration, investment advisory and insurance. They deliver tailored strategies using AMG or U.S.

Bancorp Investment's open architecture to meet each client’s goals-based needs and deliver appropriate investment solutions. The WM Advisor partners with the team to understand clients’ objectives and construct goals-based portfolios, while applying regulatory and risk controls and maintaining strong

This is an excellent role to take on the Wealth Planning & Investments Advisor role at Us Bank.

Step into the Wealth Planning & Investments Advisor role at Us Bank in San Diego, CA, United States and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

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