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Wealth Management Advisor: Personal Portfolio Architect
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-06-24
Listing for:
U.S. Bank
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
U.S. Bank in San Jose, CA is seeking a Wealth Management Advisor to lead investment planning efforts. The ideal candidate will manage client portfolios, prioritize their financial goals, and deliver tailored investment strategies.
With a bachelor's degree or equivalent experience and 3-5 years in financial sales, the advisor will utilize strong analytical skills to create successful wealth management solutions. Excellent communication and relationship management are essential for success in this role.
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