Wealth Management Advisor: Strategic Portfolio Planning
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-08-22
Listing for:
U.s. Bancorp
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies for clients, building tailored goals-based portfolios. You will work with AMG or U.S. Bancorp Investment’s open architecture to deliver research, strategy, and portfolio construction.
Required are a bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus state insurance license. Seattle location with base salary in the mid-$60k range plus incentives.
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