Wealth Strategy Advisor
Job in
Watsonville, Santa Cruz County, California, 95076, USA
Listed on 2026-07-16
Listing for:
Us Bank
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
U.S. Bank’s Wealth Management Advisor role leads the investment planning and insurance product offerings on the Wealth Management Team.
You will facilitate strategy delivery, portfolio construction, and goals-based planning tailored to each client’s situation. Ideal candidates have 3–5 years in financial sales, hold FINRA licenses, and possess a bachelor’s degree or equivalent; state licensing and insurance credentials are required.
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