Wealth Planning & Investment Advisor
Listed on 2026-10-13
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
U.S. Bank Wealth Management is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery for affluent clients.
You will collaborate with the Wealth Management Team to understand clients’ goals and craft tailored portfolios while advising on strategies through AMG or open architecture. The role emphasizes client relationship management, robust financial planning knowledge, and strong communication skills, with a focus on private banking products and services.
We are currently recruiting a Wealth Planning & Investment Advisor for our team in Watsonville, CA, United States.
The following opening is for a Wealth Planning & Investment Advisor with U.S. Bank.
Our organisation is growing, and we are hiring a Wealth Planning & Investment Advisor in Watsonville, CA, United States.
This opening is for the Wealth Planning & Investment Advisor role at U.S. Bank.
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