Strategic Wealth Advisor Goals- Investing & Planning
Listed on 2026-10-21
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products for affluent clients. You will build goals-based portfolios and work with AMG or Bancorp Investment to deliver strategic guidance.
Role requires FINRA licenses (7/63/65/66) and a state insurance license, with 3–5 years in financial sales. Excellent relationship management and communication skills are essential to grow the client base and assets under management.
As a Strategic Wealth Advisor for Goals-Based Investing & Planning, you will play an important part at U.S. Bank in Schaumburg, IL, United States.
Are you ready to take on the Strategic Wealth Advisor for Goals-Based Investing & Planning role at U.S. Bank?
We would love to welcome a new Strategic Wealth Advisor for Goals-Based Investing & Planning to our organisation in Schaumburg, IL, United States.
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