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Wealth Management Advisor: Investment & Planning
Job in
Santa Fe, Santa Fe County, New Mexico, 87503, USA
Listed on 2026-06-19
Listing for:
Us Bank
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
U.S. Bank is seeking a Wealth Management Advisor (WMA) based in Santa Fe, NM, responsible for investment planning and managing client portfolios. The ideal candidate should have a Bachelor’s degree and extensive experience in financial sales.
Applicants should hold necessary FINRA licenses and demonstrate strong analytical and communication skills. The role involves collaborating with clients to tailor investment strategies based on their unique financial goals.
U.S. Bank offers a comprehensive benefits package including healthcare, retirement plans, and paid time off.
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