Wealth Management Advisor: Strategic Portfolio Planning
Listed on 2026-10-06
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
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.
We are currently recruiting a Wealth Management Advisor:
Strategic Portfolio Planning for our team in Seattle, WA, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Management Advisor:
Strategic Portfolio Planning role at U.s. Bancorp, based in Seattle, WA, United States.
We are looking to fill the Wealth Management Advisor:
Strategic Portfolio Planning position at U.s. Bancorp in Seattle, WA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).