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Wealth Manager — Portfolio & Planning Lead

Job in Surprise, Maricopa County, Arizona, 85379, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 65000 - 80000 USD Yearly USD 65000.00 80000.00 YEAR
Job Description & How to Apply Below

U.S. Bank Wealth Management Advisor position leads investment planning and insurance products on the Wealth Management Team. You deliver strategies, manage portfolios and provide tailored goals-based investment guidance for clients and families.

You will partner with the team to understand unique goals, advise on asset allocation, education planning and retirement, and present holistic plans with strong relationship management within AMG/open architecture.

This is a strong position to take on the Wealth Manager — Portfolio & Planning Lead role at U.S. Bank.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Manager — Portfolio & Planning Lead role in the description above.

We appreciate your interest in this position.

Join U.S. Bank and contribute to our ongoing work.

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