Wealth Management Advisor: Build Portfolios & Plans
Job in
Watsonville, Santa Cruz County, California, 95076, USA
Listed on 2026-09-06
Listing for:
U.S. Bank
Full Time
position Listed on 2026-09-06
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 (WMA) to lead investment planning and insurance strategies for affluent clients. The WMA partners with AMG or U.S. Bancorp Investment to deliver tailored goals-based portfolios and informed market perspectives.
This role requires FINRA licenses (7/63/65 or 66), a relevant state insurance license, and strong client relationships to understand goals and build comprehensive plans.
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